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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$17.68
Change-$0.12 (-0.67%)
VolumeN/A
Net Assets21.59M
Vanguard Mid-Cap Value Index Admiral
Price$88.08
Change-$0.33 (-0.37%)
VolumeN/A
Net Assets31.04B
BERCX vs VMVAX Comparison Chart in %
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BERCX vs. VMVAX commentary
Aug 18, 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 Buy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 31B vs. BERCX (21.6M). VMVAX pays higher dividends than BERCX: VMVAX (2.22) vs BERCX (0.95). BERCX was incepted earlier than VMVAX: BERCX (23 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 : 7.67 vs. BERCX (-2.44). VMVAX return over 5 years is better than : 65.15 vs. BERCX (39.11).
| 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 | 23 years | 14 years | - |
| Gain YTD | 5.301 | 5.198 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 31B | 0% |
| Annual Yield % from dividends | 0.95 | 2.22 | 43% |
| Returns for 1 year | -2.44 | 7.67 | -32% |
| Returns for 3 years | 1.13 | 17.51 | 6% |
| Returns for 5 years | 39.11 | 65.15 | 60% |
| Returns for 10 years | 36.47 | 87.87 | 42% |
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