Interact to see
Advertisement
Advertisement
BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.62M
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.64B
BERCX vs JVMRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. JVMRX commentary
Jul 21, 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: 22.6B vs. BERCX (21.6M). BERCX pays higher dividends than JVMRX: BERCX (0.96) vs JVMRX (0.88). 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). JVMRX annual gain was more profitable for investors over the last year : -0.16 vs. BERCX (-1.08). JVMRX return over 5 years is better than : 57.88 vs. BERCX (44.09).
| 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 | 5.301 | 8.315 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 22.6B | 0% |
| Annual Yield % from dividends | 0.96 | 0.88 | 109% |
| Returns for 1 year | -1.08 | -0.16 | 677% |
| Returns for 3 years | 9.28 | 21.06 | 44% |
| Returns for 5 years | 44.09 | 57.88 | 76% |
| Returns for 10 years | 37.05 | 48.04 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HISF | 44.46 | 0.08 | +0.19% |
| First Trust High Income Strat Foc ETF | |||
| WBAT | 27.95 | N/A | N/A |
| WisdomTree Battery Value Chain and Innovation Fund | |||
| VTEB | 48.51 | -0.13 | -0.27% |
| Vanguard Tax-Exempt Bond ETF | |||
| EDOW | 38.57 | -0.14 | -0.36% |
| First Trust Dow 30 Equal Weight ETF | |||
| SVOL | 17.24 | -0.16 | -0.92% |
| Simplify Volatility Premium ETF | |||