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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.85
Change+$0.24 (+1.36%)
VolumeN/A
Net Assets20.76M
JHancock Disciplined Value Mid Cap R6
Price$29.91
Change+$0.32 (+1.08%)
VolumeN/A
Net Assets23.85B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Oct 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 Buy and JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.9B vs. BERCX (20.8M). BERCX pays higher dividends than JVMRX: BERCX (0.94) 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 : -4.82 vs. BERCX (-8.00). JVMRX return over 5 years is better than : 49.24 vs. BERCX (37.32).
| 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 | 4.884 | 9.837 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 23.9B | 0% |
| Annual Yield % from dividends | 0.94 | 0.84 | 113% |
| Returns for 1 year | -8.00 | -4.82 | 166% |
| Returns for 3 years | 12.08 | 25.78 | 47% |
| Returns for 5 years | 37.32 | 49.24 | 76% |
| Returns for 10 years | 38.26 | 51.36 | 74% |
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