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BERCX vs JVMTX
BERCX vs JVMTX Comparison
Open Charts BERCX vs JVMTX
Carillon Chartwell Mid Cap Value I
Price$19.72
Change-$0.14 (-0.70%)
VolumeN/A
CapitalizationN/A
JHancock Disciplined Value Mid Cap R4
Price$31.53
Change-$0.31 (-0.97%)
VolumeN/A
CapitalizationN/A
BERCX vs JVMTX Comparison Chart
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BERCX vs. JVMTX commentary
Nov 15, 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 StrongBuy and JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.3B vs. BERCX (26M). 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 : 24.98 vs. JVMTX (23.16). JVMTX return over 5 years is better than : 46.87 vs. BERCX (33.35).
| 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 | 16.208 | 16.459 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 24.3B | 0% |
| Annual Yield % from dividends | 0.70 | 0.73 | 96% |
| Returns for 1 year | 24.98 | 23.16 | 108% |
| Returns for 3 years | 11.74 | 9.15 | 128% |
| Returns for 5 years | 33.35 | 46.87 | 71% |
| Returns for 10 years | 24.06 | 64.84 | 37% |