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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$17.87
Change-$0.22 (-1.22%)
VolumeN/A
Net Assets21.23M
Vanguard Mid-Cap Value Index Admiral
Price$90.11
Change-$1.02 (-1.12%)
VolumeN/A
Net Assets31.8B
BERCX vs VMVAX Comparison Chart in %
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BERCX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31.8B vs. BERCX (21.2M). VMVAX pays higher dividends than BERCX: VMVAX (2.20) vs BERCX (0.95). BERCX was incepted earlier than VMVAX: BERCX (24 years) vs VMVAX (14 years). BERCX (1.35) is less costly to investors than VMVAX (0.07). BERCX is a more actively managed with annual turnover of: 51.00 vs. VMVAX (19.00). BERCX has a lower initial minimum investment than VMVAX: BERCX (1000) vs VMVAX (3000). VMVAX annual gain was more profitable for investors over the last year : 2.82 vs. BERCX (-7.78). VMVAX return over 5 years is better than : 56.57 vs. BERCX (32.38).
| BERCX | VMVAX | BERCX / VMVAX | |
| Total Expense Ratio | 0.90 | 0.07 | 1,286% |
| Annual Report Gross Expense Ratio | 1.35 | 0.07 | 1,929% |
| Fund Existence | 24 years | 14 years | - |
| Gain YTD | 7.743 | 8.872 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.2M | 31.8B | 0% |
| Annual Yield % from dividends | 0.95 | 2.20 | 43% |
| Returns for 1 year | -7.78 | 2.82 | -276% |
| Returns for 3 years | 8.17 | 26.82 | 30% |
| Returns for 5 years | 32.38 | 56.57 | 57% |
| Returns for 10 years | 47.39 | 108.57 | 44% |
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