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BERCX vs JVMTX
BERCX vs JVMTX Comparison
Open Charts BERCX vs JVMTX
Carillon Chartwell Mid Cap Value I
Price$18.76
Change-$0.57 (-2.95%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$29.94
Change-$0.96 (-3.11%)
VolumeN/A
CapitalizationN/A
BERCX vs JVMTX Comparison Chart
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BERCX vs. JVMTX commentary
Dec 19, 2024
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 StrongSell and JVMTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. BERCX (24.7M). JVMTX (0.73) and BERCX (0.70) have matching dividends . BERCX was incepted earlier than JVMTX: BERCX (23 years) vs JVMTX (11 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. BERCX (33.00). JVMTX has a lower initial minimum investment than BERCX: JVMTX (0) vs BERCX (1000). BERCX annual gain was more profitable for investors over the last year : 11.80 vs. JVMTX (11.00). JVMTX return over 5 years is better than : 41.32 vs. BERCX (27.58).
| BERCX | JVMTX | BERCX / JVMTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 11 years | - |
| Gain YTD | 13.107 | 13.021 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 23.4B | 0% |
| Annual Yield % from dividends | 0.70 | 0.73 | 96% |
| Returns for 1 year | 11.80 | 11.00 | 107% |
| Returns for 3 years | 8.05 | 17.45 | 46% |
| Returns for 5 years | 27.58 | 41.32 | 67% |
| Returns for 10 years | 21.51 | 59.48 | 36% |
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