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BERCX vs JVMTX
BERCX vs JVMTX Comparison
Open Charts BERCX vs JVMTX
Carillon Chartwell Mid Cap Value I
Price$17.65
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets22.29M
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
BERCX vs JVMTX Comparison Chart in %
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BERCX vs. JVMTX commentary
Feb 04, 2026
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 JVMTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. BERCX (22.3M). BERCX pays higher dividends than JVMTX: BERCX (0.81) vs JVMTX (0.60). BERCX was incepted earlier than JVMTX: BERCX (24 years) vs JVMTX (13 years). BERCX (1.35) is less costly to investors than JVMTX (1.10). BERCX (51.00) and JVMTX (49.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than BERCX: JVMTX (0) vs BERCX (1000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. BERCX (4.08). JVMTX return over 5 years is better than : 22.28 vs. BERCX (20.13).
| BERCX | JVMTX | BERCX / JVMTX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.35 | 1.10 | 123% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 5.879 | 5.177 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 24.7B | 0% |
| Annual Yield % from dividends | 0.81 | 0.60 | 136% |
| Returns for 1 year | 4.08 | 4.79 | 85% |
| Returns for 3 years | 1.11 | 11.22 | 10% |
| Returns for 5 years | 20.13 | 22.28 | 90% |
| Returns for 10 years | 54.46 | 76.80 | 71% |
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