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BERCX vs JVMSX
BERCX vs JVMSX Comparison
Open Charts BERCX vs JVMSX
Carillon Chartwell Mid Cap Value I
Price$17.96
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets21.31M
JHancock Disciplined Value Mid Cap R2
Price$29.93
Change+$0.44 (+1.49%)
VolumeN/A
Net Assets24.32B
BERCX vs JVMSX Comparison Chart in %
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BERCX vs. JVMSX 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 JVMSX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 24.3B vs. BERCX (21.3M). BERCX pays higher dividends than JVMSX: BERCX (0.93) vs JVMSX (0.40). BERCX was incepted earlier than JVMSX: BERCX (23 years) vs JVMSX (14 years). BERCX (1.35) is less costly to investors than JVMSX (1.25). 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 : 2.39 vs. BERCX (-1.64). JVMSX return over 5 years is better than : 52.66 vs. BERCX (43.79).
| BERCX | JVMSX | BERCX / JVMSX | |
| Total Expense Ratio | 0.90 | 1.24 | 73% |
| Annual Report Gross Expense Ratio | 1.35 | 1.25 | 108% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 6.968 | 11.637 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3M | 24.3B | 0% |
| Annual Yield % from dividends | 0.93 | 0.40 | 232% |
| Returns for 1 year | -1.64 | 2.39 | -69% |
| Returns for 3 years | 11.81 | 23.81 | 50% |
| Returns for 5 years | 43.79 | 52.66 | 83% |
| Returns for 10 years | 44.83 | 54.48 | 82% |
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