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BERCX vs JVMSX
BERCX vs JVMSX Comparison
Open Charts BERCX vs JVMSX
Carillon Chartwell Mid Cap Value I
Price$17.68
Change-$0.12 (-0.67%)
VolumeN/A
Net Assets21.59M
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
BERCX vs JVMSX Comparison Chart in %
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BERCX vs. JVMSX commentary
Aug 18, 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 Buy and JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. BERCX (21.6M). BERCX pays higher dividends than JVMSX: BERCX (0.95) vs JVMSX (0.41). BERCX was incepted earlier than JVMSX: BERCX (23 years) vs JVMSX (13 years). BERCX (1.35) is less costly to investors than JVMSX (1.26). BERCX (51.00) and JVMSX (49.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than BERCX: JVMSX (0) vs BERCX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. BERCX (-2.44). JVMSX return over 5 years is better than : 48.09 vs. BERCX (39.11).
| BERCX | JVMSX | BERCX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.25 | 72% |
| Annual Report Gross Expense Ratio | 1.35 | 1.26 | 107% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 5.301 | 8.728 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 23.6B | 0% |
| Annual Yield % from dividends | 0.95 | 0.41 | 232% |
| Returns for 1 year | -2.44 | 0.34 | -715% |
| Returns for 3 years | 1.13 | 10.96 | 10% |
| Returns for 5 years | 39.11 | 48.09 | 81% |
| Returns for 10 years | 36.47 | 41.60 | 88% |
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