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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$16.96
Change+$0.18 (+1.07%)
VolumeN/A
Net Assets22.53M
BERCX vs MVCAX Comparison Chart
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BERCX vs. MVCAX commentary
Mar 04, 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. BERCX (22.5M). MVCAX pays higher dividends than BERCX: MVCAX (1.16) vs BERCX (0.70). BERCX was incepted earlier than MVCAX: BERCX (23 years) vs MVCAX (24 years). BERCX is a more actively managed with annual turnover of: 33.00 vs. MVCAX (19.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : 0.80 vs. BERCX (-1.57). MVCAX return over 5 years is better than : 47.38 vs. BERCX (26.77).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 1.012 | 0.684 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 17.5B | 0% |
| Annual Yield % from dividends | 0.70 | 1.16 | 60% |
| Returns for 1 year | -1.57 | 0.80 | -195% |
| Returns for 3 years | -2.82 | 5.94 | -48% |
| Returns for 5 years | 26.77 | 47.38 | 56% |
| Returns for 10 years | 18.68 | 61.17 | 31% |
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