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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$17.65
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets22.29M
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX 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 MVCAX is a Hold.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. BERCX (22.3M). MVCAX pays higher dividends than BERCX: MVCAX (1.20) vs BERCX (0.81). 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 (24.00). BERCX (1000) and MVCAX (1000) have matching initial minimum investment requirements. BERCX annual gain was more profitable for investors over the last year : 4.08 vs. MVCAX (1.90). MVCAX return over 5 years is better than : 23.95 vs. BERCX (20.13).
| 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 | 5.879 | 4.789 | 123% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 17.1B | 0% |
| Annual Yield % from dividends | 0.81 | 1.20 | 68% |
| Returns for 1 year | 4.08 | 1.90 | 215% |
| Returns for 3 years | 1.11 | 11.13 | 10% |
| Returns for 5 years | 20.13 | 23.95 | 84% |
| Returns for 10 years | 54.46 | 99.09 | 55% |
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