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BERCX vs MVCAX
BERCX vs MVCAX Comparison
Open Charts BERCX vs MVCAX
Carillon Chartwell Mid Cap Value I
Price$17.59
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets22.53M
BERCX vs MVCAX Comparison Chart in %
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BERCX vs. MVCAX commentary
Jan 11, 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 Buy and MVCAX is a Buy.
FUNDAMENTALS
Fundamentals
MVCAX has more cash in the bank: 17.1B vs. BERCX (22.5M). MVCAX pays higher dividends than BERCX: MVCAX (1.24) vs BERCX (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 (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 : 6.02 vs. MVCAX (2.43). MVCAX return over 5 years is better than : 23.11 vs. BERCX (20.27).
| 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 | 5.519 | 3.525 | 157% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 17.1B | 0% |
| Annual Yield % from dividends | 0.85 | 1.24 | 68% |
| Returns for 1 year | 6.02 | 2.43 | 247% |
| Returns for 3 years | 5.79 | 14.15 | 41% |
| Returns for 5 years | 20.27 | 23.11 | 88% |
| Returns for 10 years | 55.55 | 92.97 | 60% |
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