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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$19.72
Change-$0.14 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Admiral
Price$88.14
Change-$0.64 (-0.72%)
VolumeN/A
CapitalizationN/A
BERCX vs VMVAX Comparison Chart
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BERCX vs. VMVAX commentary
Nov 15, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 30.9B vs. BERCX (26M). 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 : 28.30 vs. BERCX (24.98). VMVAX return over 5 years is better than : 48.86 vs. BERCX (33.35).
| 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 | 16.208 | 18.476 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26M | 30.9B | 0% |
| Annual Yield % from dividends | 0.70 | 2.14 | 33% |
| Returns for 1 year | 24.98 | 28.30 | 88% |
| Returns for 3 years | 11.74 | 14.98 | 78% |
| Returns for 5 years | 33.35 | 48.86 | 68% |
| Returns for 10 years | 24.06 | 100.72 | 24% |
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