Interact to see
Advertisement
Advertisement
BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
Carillon Chartwell Mid Cap Value I
Price$17.87
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets21.23M
JHancock Disciplined Value Mid Cap I
Price$29.59
Change-$0.39 (-1.30%)
VolumeN/A
Net Assets24.25B
BERCX vs JVMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERCX vs. JVMIX commentary
Nov 14, 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 Hold and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.2B vs. BERCX (21.2M). BERCX pays higher dividends than JVMIX: BERCX (0.95) vs JVMIX (0.75). BERCX was incepted earlier than JVMIX: BERCX (24 years) vs JVMIX (28 years). BERCX (1.35) is less costly to investors than JVMIX (0.86). BERCX (51.00) and JVMIX (49.00) have comparable annual turnover. BERCX has a lower initial minimum investment than JVMIX: BERCX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -6.53 vs. BERCX (-9.13). JVMIX return over 5 years is better than : 36.37 vs. BERCX (30.77).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.35 | 0.86 | 157% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 6.432 | 9.796 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 24.2B | 0% |
| Annual Yield % from dividends | 0.95 | 0.75 | 127% |
| Returns for 1 year | -9.13 | -6.53 | 140% |
| Returns for 3 years | 8.11 | 15.24 | 53% |
| Returns for 5 years | 30.77 | 36.37 | 85% |
| Returns for 10 years | 43.16 | 50.51 | 85% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement