Interact to see
Advertisement
Advertisement
BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$16.46
Change-$0.45 (-2.66%)
VolumeN/A
Net Assets21.01M
Victory Sycamore Established Value Y
Price$44.57
Change-$1.05 (-2.30%)
VolumeN/A
Net Assets17.61B
BERCX vs VEVYX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. VEVYX commentary
May 23, 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: 17.6B vs. BERCX (21M). VEVYX pays higher dividends than BERCX: VEVYX (1.15) vs BERCX (1.04). 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 : -3.63 vs. VEVYX (-7.05). VEVYX return over 5 years is better than : 51.61 vs. BERCX (47.21).
| 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 | 0.715 | -0.513 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21M | 17.6B | 0% |
| Annual Yield % from dividends | 1.04 | 1.15 | 90% |
| Returns for 1 year | -3.63 | -7.05 | 51% |
| Returns for 3 years | 2.67 | 2.88 | 93% |
| Returns for 5 years | 47.21 | 51.61 | 91% |
| Returns for 10 years | 18.78 | 43.59 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers