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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.61
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets20.76M
Victory Sycamore Established Value Y
Price$45.94
Change+$0.15 (+0.33%)
VolumeN/A
Net Assets16.58B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX commentary
Oct 21, 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: 16.6B vs. BERCX (20.8M). VEVYX pays higher dividends than BERCX: VEVYX (1.02) vs BERCX (0.94). BERCX was incepted earlier than VEVYX: BERCX (23 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 : -7.67 vs. VEVYX (-12.29). BERCX return over 5 years is better than : 35.90 vs. VEVYX (31.88).
| BERCX | VEVYX | BERCX / VEVYX | |
| Total Expense Ratio | 0.90 | 0.66 | 136% |
| Annual Report Gross Expense Ratio | 1.35 | 0.66 | 205% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 4.884 | 0.751 | 650% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.8M | 16.6B | 0% |
| Annual Yield % from dividends | 0.94 | 1.02 | 92% |
| Returns for 1 year | -7.67 | -12.29 | 62% |
| Returns for 3 years | 9.64 | 7.07 | 136% |
| Returns for 5 years | 35.90 | 31.88 | 113% |
| Returns for 10 years | 39.75 | 48.25 | 82% |
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