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BERCX vs VMVIX
BERCX vs VMVIX Comparison
Open Charts BERCX vs VMVIX
Carillon Chartwell Mid Cap Value I
Price$19.72
Change-$0.14 (-0.70%)
VolumeN/A
CapitalizationN/A
Vanguard Mid-Cap Value Index Investor
Price$66.99
Change-$0.48 (-0.71%)
VolumeN/A
CapitalizationN/A
BERCX vs VMVIX Comparison Chart
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BERCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 30.9B vs. BERCX (26M). VMVIX pays higher dividends than BERCX: VMVIX (2.03) vs BERCX (0.70). BERCX was incepted earlier than VMVIX: BERCX (23 years) vs VMVIX (18 years). BERCX is a more actively managed with annual turnover of: 33.00 vs. VMVIX (22.00). BERCX has a lower initial minimum investment than VMVIX: BERCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 28.28 vs. BERCX (24.98). VMVIX return over 5 years is better than : 48.79 vs. BERCX (33.35).
| BERCX | VMVIX | BERCX / VMVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 16.208 | 18.438 | 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 | 2.03 | 34% |
| Returns for 1 year | 24.98 | 28.28 | 88% |
| Returns for 3 years | 11.74 | 14.93 | 79% |
| Returns for 5 years | 33.35 | 48.79 | 68% |
| Returns for 10 years | 24.06 | 100.45 | 24% |
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