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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$18.02
Change+$0.36 (+2.04%)
VolumeN/A
Net Assets21.53M
JHancock Disciplined Value Mid Cap R6
Price$29.87
Change+$0.45 (+1.53%)
VolumeN/A
Net Assets23.61B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Aug 15, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. BERCX (21.5M). BERCX pays higher dividends than JVMRX: BERCX (0.95) vs JVMRX (0.86). 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 : 2.72 vs. BERCX (0.76). JVMRX return over 5 years is better than : 50.83 vs. BERCX (41.78).
| 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 | 7.326 | 9.206 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 23.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.86 | 110% |
| Returns for 1 year | 0.76 | 2.72 | 28% |
| Returns for 3 years | 3.89 | 12.74 | 31% |
| Returns for 5 years | 41.78 | 50.83 | 82% |
| Returns for 10 years | 39.09 | 46.85 | 83% |
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