Interact to see
Advertisement
Advertisement
BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$16.46
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets21.01M
JHancock Disciplined Value Mid Cap R6
Price$27.26
Change-$0.03 (-0.11%)
VolumeN/A
Net Assets21.79B
BERCX vs JVMRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. JVMRX commentary
May 23, 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: 21.8B vs. BERCX (21M). BERCX pays higher dividends than JVMRX: BERCX (1.04) vs JVMRX (0.96). 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 is a more actively managed with annual turnover of: 51.00 vs. JVMRX (47.00). 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 : -3.63 vs. JVMRX (-4.12). JVMRX return over 5 years is better than : 62.66 vs. BERCX (47.21).
| 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 | 0.715 | 3.526 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 21.8B | 0% |
| Annual Yield % from dividends | 1.04 | 0.96 | 108% |
| Returns for 1 year | -3.63 | -4.12 | 88% |
| Returns for 3 years | 2.67 | 13.26 | 20% |
| Returns for 5 years | 47.21 | 62.66 | 75% |
| Returns for 10 years | 18.78 | 37.64 | 50% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers