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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$17.87
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets21.23M
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 16.8B vs. BERCX (21.2M). BERCX pays higher dividends than MVCAX: BERCX (0.95) vs MVCAX (0.85). BERCX was incepted earlier than MVCAX: BERCX (24 years) vs MVCAX (24 years). BERCX (1.35) is less costly to investors than MVCAX (1.00). BERCX is a more actively managed with annual turnover of: 51.00 vs. MVCAX (27.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : -9.13 vs. MVCAX (-10.09). MVCAX return over 5 years is better than : 36.60 vs. BERCX (30.77).
| BERCX | MVCAX | BERCX / MVCAX | |
| Total Expense Ratio | 0.90 | 0.99 | 91% |
| Annual Report Gross Expense Ratio | 1.35 | 1.00 | 135% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 6.432 | 3.814 | 169% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 16.8B | 0% |
| Annual Yield % from dividends | 0.95 | 0.85 | 112% |
| Returns for 1 year | -9.13 | -10.09 | 91% |
| Returns for 3 years | 8.11 | 12.47 | 65% |
| Returns for 5 years | 30.77 | 36.60 | 84% |
| Returns for 10 years | 43.16 | 72.05 | 60% |
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