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BERCX vs VEVYX
BERCX vs VEVYX Comparison
Open Charts BERCX vs VEVYX
Carillon Chartwell Mid Cap Value I
Price$17.59
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets22.53M
Victory Sycamore Established Value Y
Price$46.81
Change+$0.28 (+0.60%)
VolumeN/A
Net Assets16.01B
BERCX vs VEVYX Comparison Chart in %
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BERCX vs. VEVYX 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 VEVYX is a Buy.
FUNDAMENTALS
Fundamentals
VEVYX has more cash in the bank: 16B vs. BERCX (22.5M). VEVYX pays higher dividends than BERCX: VEVYX (0.94) vs BERCX (0.85). 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 : 6.02 vs. VEVYX (2.24). BERCX return over 5 years is better than : 20.27 vs. VEVYX (17.79).
| 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 | 5.519 | 3.976 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 16B | 0% |
| Annual Yield % from dividends | 0.85 | 0.94 | 90% |
| Returns for 1 year | 6.02 | 2.24 | 269% |
| Returns for 3 years | 5.79 | 4.81 | 120% |
| Returns for 5 years | 20.27 | 17.79 | 114% |
| Returns for 10 years | 55.55 | 82.57 | 67% |
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