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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.24M
JHancock Disciplined Value Mid Cap R6
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets24.3B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Sep 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BERCX is a Hold and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. BERCX (21.2M). BERCX pays higher dividends than JVMRX: BERCX (0.93) vs JVMRX (0.84). BERCX was incepted earlier than JVMRX: BERCX (23 years) vs JVMRX (14 years). BERCX (1.35) is less costly to investors than JVMRX (0.75). BERCX (51.00) and JVMRX (49.00) have comparable annual turnover. BERCX has a lower initial minimum investment than JVMRX: BERCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 2.98 vs. BERCX (-1.97). JVMRX return over 5 years is better than : 55.35 vs. BERCX (43.31).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.35 | 0.75 | 180% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.611 | 12.027 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 24.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.84 | 111% |
| Returns for 1 year | -1.97 | 2.98 | -66% |
| Returns for 3 years | 11.44 | 25.16 | 45% |
| Returns for 5 years | 43.31 | 55.35 | 78% |
| Returns for 10 years | 44.34 | 59.50 | 75% |
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