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BERCX vs JVMTX
BERCX vs JVMTX Comparison
Open Charts BERCX vs JVMTX
Carillon Chartwell Mid Cap Value I
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets21.63M
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
BERCX vs JVMTX Comparison Chart in %
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BERCX vs. JVMTX 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 JVMTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. BERCX (21.6M). BERCX pays higher dividends than JVMTX: BERCX (0.96) vs JVMTX (0.65). BERCX was incepted earlier than JVMTX: BERCX (23 years) vs JVMTX (12 years). BERCX (1.35) is less costly to investors than JVMTX (1.11). BERCX is a more actively managed with annual turnover of: 51.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than BERCX: JVMTX (0) vs BERCX (1000). BERCX annual gain was more profitable for investors over the last year : 5.19 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. BERCX (47.11).
| BERCX | JVMTX | BERCX / JVMTX | |
| Total Expense Ratio | 0.90 | 1.00 | 90% |
| Annual Report Gross Expense Ratio | 1.35 | 1.11 | 122% |
| Fund Existence | 23 years | 12 years | - |
| Gain YTD | 5.837 | 8.361 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 22.6B | 0% |
| Annual Yield % from dividends | 0.96 | 0.65 | 148% |
| Returns for 1 year | 5.19 | 3.31 | 157% |
| Returns for 3 years | 10.63 | 23.47 | 45% |
| Returns for 5 years | 47.11 | 61.96 | 76% |
| Returns for 10 years | 35.55 | 46.97 | 76% |
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