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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.32
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets21.08M
JHancock Disciplined Value Mid Cap R6
Price$28.44
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets22B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Jun 29, 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 StrongBuy and JVMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22B vs. BERCX (21.1M). BERCX pays higher dividends than JVMRX: BERCX (1.00) vs JVMRX (0.91). BERCX was incepted earlier than JVMRX: BERCX (23 years) vs JVMRX (14 years). BERCX (1.35) is less costly to investors than JVMRX (0.76). 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). BERCX annual gain was more profitable for investors over the last year : 2.77 vs. JVMRX (0.86). JVMRX return over 5 years is better than : 64.46 vs. BERCX (47.71).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.75 | 120% |
| Annual Report Gross Expense Ratio | 1.35 | 0.76 | 178% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 3.157 | 5.568 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 22B | 0% |
| Annual Yield % from dividends | 1.00 | 0.91 | 110% |
| Returns for 1 year | 2.77 | 0.86 | 320% |
| Returns for 3 years | 7.96 | 20.09 | 40% |
| Returns for 5 years | 47.71 | 64.46 | 74% |
| Returns for 10 years | 30.49 | 45.69 | 67% |
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