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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$18.02
Change+$0.36 (+2.04%)
VolumeN/A
Net Assets21.53M
Victory Sycamore Established Value Y
Price$46.92
Change+$0.74 (+1.60%)
VolumeN/A
Net Assets17.26B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Aug 15, 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. BERCX (21.5M). VEVYX pays higher dividends than BERCX: VEVYX (1.08) vs BERCX (0.95). BERCX was incepted earlier than VEVYX: BERCX (23 years) vs VEVYX (13 years). BERCX (1.35) is less costly to investors than VEVYX (0.66). BERCX is a more actively managed with annual turnover of: 51.00 vs. VEVYX (34.00). BERCX has a lower initial minimum investment than VEVYX: BERCX (1000) vs VEVYX (1000000). BERCX annual gain was more profitable for investors over the last year : 0.76 vs. VEVYX (-5.85). BERCX return over 5 years is better than : 41.78 vs. VEVYX (34.74).
| BERCX | VEVYX | BERCX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 7.326 | 1.089 | 673% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5M | 17.3B | 0% |
| Annual Yield % from dividends | 0.95 | 1.08 | 88% |
| Returns for 1 year | 0.76 | -5.85 | -13% |
| Returns for 3 years | 3.89 | -2.31 | -169% |
| Returns for 5 years | 41.78 | 34.74 | 120% |
| Returns for 10 years | 39.09 | 45.53 | 86% |
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