Interact to see
Advertisement
Advertisement
BERCX vs FLPKX
BERCX vs FLPKX Comparison
Open Charts BERCX vs FLPKX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.31M
Fidelity Low-Priced Stock K
Price$45.98
Change+$0.13 (+0.28%)
VolumeN/A
Net Assets24.02B
BERCX vs FLPKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. FLPKX commentary
Sep 08, 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 StrongBuy and FLPKX is a Buy.
FUNDAMENTALS
Fundamentals
FLPKX has more cash in the bank: 24B vs. BERCX (21.3M). FLPKX pays higher dividends than BERCX: FLPKX (1.72) vs BERCX (0.93). BERCX was incepted earlier than FLPKX: BERCX (23 years) vs FLPKX (17 years). BERCX (1.35) is less costly to investors than FLPKX (0.82). BERCX is a more actively managed with annual turnover of: 51.00 vs. FLPKX (23.00). FLPKX has a lower initial minimum investment than BERCX: FLPKX (0) vs BERCX (1000). BERCX annual gain was more profitable for investors over the last year : -1.64 vs. FLPKX (-2.30). BERCX return over 5 years is better than : 43.79 vs. FLPKX (7.55).
| BERCX | FLPKX | BERCX / FLPKX | |
| Total Expense Ratio | 0.90 | 0.82 | 110% |
| Annual Report Gross Expense Ratio | 1.35 | 0.82 | 165% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 6.968 | 13.029 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 24B | 0% |
| Annual Yield % from dividends | 0.93 | 1.72 | 54% |
| Returns for 1 year | -1.64 | -2.30 | 71% |
| Returns for 3 years | 11.81 | 1.81 | 654% |
| Returns for 5 years | 43.79 | 7.55 | 580% |
| Returns for 10 years | 44.83 | -0.09 | -50,925% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement