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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
Carillon Chartwell Mid Cap Value I
Price$17.46
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets20.88M
JHancock Disciplined Value Mid Cap R6
Price$29.81
Change-$0.25 (-0.83%)
VolumeN/A
Net Assets24.2B
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Sep 26, 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: 24.2B vs. BERCX (20.9M). BERCX pays higher dividends than JVMRX: BERCX (0.93) 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 : -0.10 vs. BERCX (-4.79). JVMRX return over 5 years is better than : 62.22 vs. BERCX (46.42).
| 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 | 5.003 | 11.581 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 24.2B | 0% |
| Annual Yield % from dividends | 0.93 | 0.84 | 111% |
| Returns for 1 year | -4.79 | -0.10 | 5,021% |
| Returns for 3 years | 16.46 | 34.68 | 47% |
| Returns for 5 years | 46.42 | 62.22 | 75% |
| Returns for 10 years | 51.37 | 66.13 | 78% |
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