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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.32
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets21.08M
Victory Sycamore Established Value Y
Price$45.33
Change+$0.12 (+0.27%)
VolumeN/A
Net Assets17.29B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Jun 29, 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 StrongBuy and VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 17.3B vs. BERCX (21.1M). VEVYX pays higher dividends than BERCX: VEVYX (1.12) vs BERCX (1.00). BERCX was incepted earlier than VEVYX: BERCX (23 years) vs VEVYX (12 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 : 2.77 vs. VEVYX (-4.90). VEVYX (48.11) and BERCX (47.71) have equivalent 5 years return.
| 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 | 12 years | - |
| Gain YTD | 3.157 | -0.772 | -409% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.1M | 17.3B | 0% |
| Annual Yield % from dividends | 1.00 | 1.12 | 89% |
| Returns for 1 year | 2.77 | -4.90 | -56% |
| Returns for 3 years | 7.96 | 6.02 | 132% |
| Returns for 5 years | 47.71 | 48.11 | 99% |
| Returns for 10 years | 30.49 | 47.06 | 65% |
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