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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$18.76
Change-$0.57 (-2.95%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$83.57
Change-$2.48 (-2.88%)
VolumeN/A
CapitalizationN/A
BERCX vs VMVAX Comparison Chart
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BERCX vs. VMVAX commentary
Dec 19, 2024
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 StrongSell and VMVAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 32.8B vs. BERCX (24.7M). VMVAX pays higher dividends than BERCX: VMVAX (2.14) vs BERCX (0.70). BERCX was incepted earlier than VMVAX: BERCX (23 years) vs VMVAX (13 years). BERCX is a more actively managed with annual turnover of: 33.00 vs. VMVAX (22.00). BERCX has a lower initial minimum investment than VMVAX: BERCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 15.41 vs. BERCX (11.80). VMVAX return over 5 years is better than : 40.94 vs. BERCX (27.58).
| BERCX | VMVAX | BERCX / VMVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.107 | 14.833 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7M | 32.8B | 0% |
| Annual Yield % from dividends | 0.70 | 2.14 | 33% |
| Returns for 1 year | 11.80 | 15.41 | 77% |
| Returns for 3 years | 8.05 | 14.48 | 56% |
| Returns for 5 years | 27.58 | 40.94 | 67% |
| Returns for 10 years | 21.51 | 89.30 | 24% |
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