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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$17.59
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets22.53M
Vanguard Mid-Cap Value Index Admiral
Price$94.88
Change+$0.37 (+0.39%)
VolumeN/A
Net Assets33.17B
BERCX vs VMVAX Comparison Chart in %
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BERCX vs. VMVAX 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 VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 33.2B vs. BERCX (22.5M). VMVAX pays higher dividends than BERCX: VMVAX (2.10) vs BERCX (0.85). 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 : 13.18 vs. BERCX (6.02). VMVAX return over 5 years is better than : 51.35 vs. BERCX (20.27).
| 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 | 5.519 | 3.299 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5M | 33.2B | 0% |
| Annual Yield % from dividends | 0.85 | 2.10 | 40% |
| Returns for 1 year | 6.02 | 13.18 | 46% |
| Returns for 3 years | 5.79 | 31.54 | 18% |
| Returns for 5 years | 20.27 | 51.35 | 39% |
| Returns for 10 years | 55.55 | 132.31 | 42% |
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