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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$18.76
Change-$0.57 (-2.95%)
VolumeN/A
CapitalizationN/A
BERCX vs MVCAX Comparison Chart
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BERCX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.5B vs. BERCX (24.7M). MVCAX pays higher dividends than BERCX: MVCAX (1.16) vs BERCX (0.70). BERCX was incepted earlier than MVCAX: BERCX (23 years) vs MVCAX (23 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. BERCX annual gain was more profitable for investors over the last year : 11.80 vs. MVCAX (7.20). MVCAX return over 5 years is better than : 32.46 vs. BERCX (27.58).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 13.107 | 5.872 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 17.5B | 0% |
| Annual Yield % from dividends | 0.70 | 1.16 | 60% |
| Returns for 1 year | 11.80 | 7.20 | 164% |
| Returns for 3 years | 8.05 | 5.74 | 140% |
| Returns for 5 years | 27.58 | 32.46 | 85% |
| Returns for 10 years | 21.51 | 68.25 | 32% |
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