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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$15.07
Change-$0.56 (-3.58%)
VolumeN/A
Net Assets19.78M
BERCX vs MVCAX Comparison Chart
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BERCX vs. MVCAX commentary
Apr 12, 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: 15.8B vs. BERCX (19.8M). BERCX pays higher dividends than MVCAX: BERCX (1.01) vs MVCAX (0.90). BERCX was incepted earlier than MVCAX: BERCX (23 years) vs MVCAX (24 years). BERCX (1.49) is less costly to investors than MVCAX (1.00). BERCX is a more actively managed with annual turnover of: 33.00 vs. MVCAX (27.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. MVCAX annual gain was more profitable for investors over the last year : -9.81 vs. BERCX (-10.37). MVCAX return over 5 years is better than : 54.86 vs. BERCX (36.07).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.49 | 1.00 | 149% |
| Fund Existence | 23 years | 24 years | - |
| Gain YTD | -6.909 | -8.051 | 86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8M | 15.8B | 0% |
| Annual Yield % from dividends | 1.01 | 0.90 | 112% |
| Returns for 1 year | -10.37 | -9.81 | 106% |
| Returns for 3 years | -13.76 | -4.69 | 293% |
| Returns for 5 years | 36.07 | 54.86 | 66% |
| Returns for 10 years | 11.28 | 44.71 | 25% |
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