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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$16.46
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets21.01M
BERCX vs MVCAX Comparison Chart
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BERCX vs. MVCAX 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 MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17B vs. BERCX (21M). BERCX pays higher dividends than MVCAX: BERCX (1.04) vs MVCAX (0.93). BERCX was incepted earlier than MVCAX: BERCX (23 years) vs MVCAX (24 years). BERCX (1.35) is less costly to investors than MVCAX (1.00). BERCX is a more actively managed with annual turnover of: 51.00 vs. MVCAX (27.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : -3.63 vs. MVCAX (-7.69). MVCAX return over 5 years is better than : 59.35 vs. BERCX (47.21).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.35 | 1.00 | 135% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | 0.715 | -2.934 | -24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 17B | 0% |
| Annual Yield % from dividends | 1.04 | 0.93 | 111% |
| Returns for 1 year | -3.63 | -7.69 | 47% |
| Returns for 3 years | 2.67 | 7.58 | 35% |
| Returns for 5 years | 47.21 | 59.35 | 80% |
| Returns for 10 years | 18.78 | 51.03 | 37% |
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