BERCX
Price
$17.77
Change
+$0.03 (+0.17%)
Updated
Jul 3 closing price
Net Assets
21.63M
MVCAX
Price
$31.58
Change
+$0.12 (+0.38%)
Updated
Jul 3 closing price
Net Assets
17.33B
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BERCX vs MVCAX

Header iconBERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAXBanner chart's image
Carillon Chartwell Mid Cap Value I
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets21.63M
MFS Mid Cap Value A
Price$31.58
Change+$0.12 (+0.38%)
VolumeN/A
Net Assets17.33B
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX 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 MVCAX is a Buy.

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FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.3B vs. BERCX (21.6M). BERCX pays higher dividends than MVCAX: BERCX (0.96) vs MVCAX (0.87). BERCX was incepted earlier than MVCAX: BERCX (23 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 : 5.19 vs. MVCAX (1.09). MVCAX return over 5 years is better than : 60.39 vs. BERCX (47.11).
BERCXMVCAXBERCX / MVCAX
Total Expense Ratio0.900.9991%
Annual Report Gross Expense Ratio1.351.00135%
Fund Existence23 years24 years-
Gain YTD5.8372.934199%
Front LoadN/A6%-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets21.6M17.3B0%
Annual Yield % from dividends0.960.87110%
Returns for 1 year5.191.09475%
Returns for 3 years10.6318.7057%
Returns for 5 years47.1160.3978%
Returns for 10 years35.5564.6155%
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