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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.24M
Victory Sycamore Established Value Y
Price$47.09
Change+$0.52 (+1.12%)
VolumeN/A
Net Assets17.34B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. BERCX (21.2M). VEVYX pays higher dividends than BERCX: VEVYX (1.06) vs BERCX (0.93). 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 : -1.97 vs. VEVYX (-6.27). BERCX return over 5 years is better than : 43.31 vs. VEVYX (38.00).
| 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 | 6.611 | 3.081 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 17.3B | 0% |
| Annual Yield % from dividends | 0.93 | 1.06 | 88% |
| Returns for 1 year | -1.97 | -6.27 | 31% |
| Returns for 3 years | 11.44 | 7.06 | 162% |
| Returns for 5 years | 43.31 | 38.00 | 114% |
| Returns for 10 years | 44.34 | 56.15 | 79% |
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