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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.46
Change-$0.17 (-0.96%)
VolumeN/A
Net Assets20.88M
Victory Sycamore Established Value Y
Price$46.38
Change-$0.34 (-0.73%)
VolumeN/A
Net Assets17.09B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Sep 26, 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: 17.1B vs. BERCX (20.9M). 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 : -4.79 vs. VEVYX (-9.15). BERCX return over 5 years is better than : 46.42 vs. VEVYX (43.68).
| 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 | 5.003 | 2.462 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9M | 17.1B | 0% |
| Annual Yield % from dividends | 0.93 | 1.06 | 88% |
| Returns for 1 year | -4.79 | -9.15 | 52% |
| Returns for 3 years | 16.46 | 14.27 | 115% |
| Returns for 5 years | 46.42 | 43.68 | 106% |
| Returns for 10 years | 51.37 | 61.47 | 84% |
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