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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.24M
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX commentary
Sep 06, 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: 17.3B vs. BERCX (21.2M). BERCX pays higher dividends than MVCAX: BERCX (0.93) vs MVCAX (0.84). 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 : -1.97 vs. MVCAX (-2.57). MVCAX return over 5 years is better than : 52.00 vs. BERCX (43.31).
| 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 | 6.611 | 5.508 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 17.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.84 | 111% |
| Returns for 1 year | -1.97 | -2.57 | 77% |
| Returns for 3 years | 11.44 | 18.36 | 62% |
| Returns for 5 years | 43.31 | 52.00 | 83% |
| Returns for 10 years | 44.34 | 75.57 | 59% |
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