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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.45
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets20.45M
Victory Sycamore Established Value Y
Price$44.91
Change-$0.17 (-0.38%)
VolumeN/A
Net Assets15.82B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 15.8B vs. BERCX (20.5M). VEVYX pays higher dividends than BERCX: VEVYX (1.05) vs BERCX (0.95). BERCX was incepted earlier than VEVYX: BERCX (24 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 : -10.27 vs. VEVYX (-12.99). BERCX return over 5 years is better than : 27.96 vs. VEVYX (19.42).
| BERCX | VEVYX | BERCX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 3.931 | -1.135 | -346% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.5M | 15.8B | 0% |
| Annual Yield % from dividends | 0.95 | 1.05 | 91% |
| Returns for 1 year | -10.27 | -12.99 | 79% |
| Returns for 3 years | 4.95 | -2.70 | -183% |
| Returns for 5 years | 27.96 | 19.42 | 144% |
| Returns for 10 years | 39.28 | 42.90 | 92% |
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