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BERCX vs VMVAX
BERCX vs VMVAX Comparison
Open Charts BERCX vs VMVAX
Carillon Chartwell Mid Cap Value I
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets21.63M
Vanguard Mid-Cap Value Index Admiral
Price$86.72
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets29.95B
BERCX vs VMVAX Comparison Chart in %
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BERCX vs. VMVAX commentary
Jul 07, 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 StrongBuy and VMVAX is a Buy.
FUNDAMENTALS
Fundamentals
VMVAX has more cash in the bank: 29.9B vs. BERCX (21.6M). VMVAX pays higher dividends than BERCX: VMVAX (2.26) vs BERCX (0.96). 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 : 12.14 vs. BERCX (5.19). VMVAX return over 5 years is better than : 77.08 vs. BERCX (47.11).
| 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 | 5.837 | 3.573 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.6M | 29.9B | 0% |
| Annual Yield % from dividends | 0.96 | 2.26 | 42% |
| Returns for 1 year | 5.19 | 12.14 | 43% |
| Returns for 3 years | 10.63 | 28.52 | 37% |
| Returns for 5 years | 47.11 | 77.08 | 61% |
| Returns for 10 years | 35.55 | 88.11 | 40% |
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