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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$17.34
Change+$0.23 (+1.34%)
VolumeN/A
Net Assets23.37M
BERCX vs MVCAX Comparison Chart
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BERCX vs. MVCAX commentary
Jan 31, 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: 17.6B vs. BERCX (23.4M). 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. MVCAX annual gain was more profitable for investors over the last year : 9.88 vs. BERCX (2.85). MVCAX return over 5 years is better than : 37.75 vs. BERCX (17.02).
| 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 | 1.906 | 4.172 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4M | 17.6B | 0% |
| Annual Yield % from dividends | 0.70 | 1.16 | 60% |
| Returns for 1 year | 2.85 | 9.88 | 29% |
| Returns for 3 years | -3.58 | 6.84 | -52% |
| Returns for 5 years | 17.02 | 37.75 | 45% |
| Returns for 10 years | 22.53 | 74.85 | 30% |
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