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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.65
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets22.29M
Victory Sycamore Established Value Y
Price$48.07
Change+$1.75 (+3.78%)
VolumeN/A
Net Assets16.2B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX 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 VEVYX is a Hold.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16.2B vs. BERCX (22.3M). VEVYX pays higher dividends than BERCX: VEVYX (0.89) vs BERCX (0.81). 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 (45.00). 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 : 4.08 vs. VEVYX (2.79). VEVYX (20.54) and BERCX (20.13) have equivalent 5 years return.
| 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 | 5.879 | 6.775 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 16.2B | 0% |
| Annual Yield % from dividends | 0.81 | 0.89 | 91% |
| Returns for 1 year | 4.08 | 2.79 | 146% |
| Returns for 3 years | 1.11 | 3.61 | 31% |
| Returns for 5 years | 20.13 | 20.54 | 98% |
| Returns for 10 years | 54.46 | 88.67 | 61% |
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