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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.45
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets20.41M
JHancock Disciplined Value Mid Cap R6
Price$29.07
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets23.48B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.5B vs. BERCX (20.4M). BERCX pays higher dividends than JVMRX: BERCX (0.95) vs JVMRX (0.85). BERCX was incepted earlier than JVMRX: BERCX (24 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 : -6.89 vs. BERCX (-10.84). JVMRX return over 5 years is better than : 32.02 vs. BERCX (26.87).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.35 | 0.75 | 180% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 3.693 | 7.721 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.4M | 23.5B | 0% |
| Annual Yield % from dividends | 0.95 | 0.85 | 112% |
| Returns for 1 year | -10.84 | -6.89 | 157% |
| Returns for 3 years | 4.71 | 12.78 | 37% |
| Returns for 5 years | 26.87 | 32.02 | 84% |
| Returns for 10 years | 38.97 | 45.75 | 85% |