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BERCX vs JVMCX
BERCX vs JVMCX Comparison
Open Charts BERCX vs JVMCX
Carillon Chartwell Mid Cap Value I
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets21.63M
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
BERCX vs JVMCX Comparison Chart in %
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BERCX vs. JVMCX commentary
Jul 07, 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 JVMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. BERCX (21.6M). BERCX pays higher dividends than JVMCX: BERCX (0.96) vs JVMCX (0.00). BERCX was incepted earlier than JVMCX: BERCX (23 years) vs JVMCX (14 years). JVMCX (1.88) is less costly to investors than BERCX (1.35). BERCX is a more actively managed with annual turnover of: 51.00 vs. JVMCX (47.00). BERCX (1000) and JVMCX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : 5.19 vs. JVMCX (1.79). JVMCX return over 5 years is better than : 55.49 vs. BERCX (47.11).
| BERCX | JVMCX | BERCX / JVMCX | |
| Total Expense Ratio | 0.90 | 1.87 | 48% |
| Annual Report Gross Expense Ratio | 1.35 | 1.88 | 72% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 5.837 | 7.905 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 22.6B | 0% |
| Annual Yield % from dividends | 0.96 | 0.00 | - |
| Returns for 1 year | 5.19 | 1.79 | 290% |
| Returns for 3 years | 10.63 | 20.12 | 53% |
| Returns for 5 years | 47.11 | 55.49 | 85% |
| Returns for 10 years | 35.55 | 35.64 | 100% |
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