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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.87
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets21.23M
Victory Sycamore Established Value Y
Price$45.92
Change-$0.46 (-0.99%)
VolumeN/A
Net Assets16.42B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.4B vs. BERCX (21.2M). VEVYX pays higher dividends than BERCX: VEVYX (1.05) vs BERCX (0.95). BERCX was incepted earlier than VEVYX: BERCX (24 years) vs VEVYX (13 years). BERCX (1.35) is less costly to investors than VEVYX (0.66). BERCX is a more actively managed with annual turnover of: 51.00 vs. VEVYX (34.00). BERCX has a lower initial minimum investment than VEVYX: BERCX (1000) vs VEVYX (1000000). BERCX annual gain was more profitable for investors over the last year : -9.13 vs. VEVYX (-12.13). BERCX return over 5 years is better than : 30.77 vs. VEVYX (23.29).
| BERCX | VEVYX | BERCX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 6.432 | 1.716 | 375% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 16.4B | 0% |
| Annual Yield % from dividends | 0.95 | 1.05 | 91% |
| Returns for 1 year | -9.13 | -12.13 | 75% |
| Returns for 3 years | 8.11 | -0.47 | -1,713% |
| Returns for 5 years | 30.77 | 23.29 | 132% |
| Returns for 10 years | 43.16 | 51.15 | 84% |
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