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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets21.62M
Victory Sycamore Established Value Y
Price$46.38
Change-$0.08 (-0.17%)
VolumeN/A
Net Assets17.56B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Jul 21, 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: 17.6B vs. BERCX (21.6M). VEVYX pays higher dividends than BERCX: VEVYX (1.09) vs BERCX (0.96). 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 : -1.08 vs. VEVYX (-6.24). BERCX (44.09) and VEVYX (42.36) 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 | 5.301 | 1.527 | 347% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 17.6B | 0% |
| Annual Yield % from dividends | 0.96 | 1.09 | 88% |
| Returns for 1 year | -1.08 | -6.24 | 17% |
| Returns for 3 years | 9.28 | 6.63 | 140% |
| Returns for 5 years | 44.09 | 42.36 | 104% |
| Returns for 10 years | 37.05 | 49.56 | 75% |
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