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BERCX vs VMVIX
BERCX vs VMVIX Comparison
Open Charts BERCX vs VMVIX
Carillon Chartwell Mid Cap Value I
Price$17.65
Change+$0.10 (+0.57%)
VolumeN/A
Net Assets22.29M
Vanguard Mid-Cap Value Index Investor
Price$73.66
Change+$5.54 (+8.13%)
VolumeN/A
Net Assets33.17B
BERCX vs VMVIX Comparison Chart in %
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BERCX vs. VMVIX commentary
Feb 04, 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 Hold and VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. BERCX (22.3M). VMVIX pays higher dividends than BERCX: VMVIX (1.90) vs BERCX (0.81). BERCX was incepted earlier than VMVIX: BERCX (24 years) vs VMVIX (19 years). BERCX (1.35) is less costly to investors than VMVIX (0.19). BERCX is a more actively managed with annual turnover of: 51.00 vs. VMVIX (19.00). BERCX has a lower initial minimum investment than VMVIX: BERCX (1000) vs VMVIX (3000). VMVIX annual gain was more profitable for investors over the last year : 13.54 vs. BERCX (4.08). VMVIX return over 5 years is better than : 52.64 vs. BERCX (20.13).
| BERCX | VMVIX | BERCX / VMVIX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 1.35 | 0.19 | 711% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 5.879 | 5.515 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3M | 33.2B | 0% |
| Annual Yield % from dividends | 0.81 | 1.90 | 43% |
| Returns for 1 year | 4.08 | 13.54 | 30% |
| Returns for 3 years | 1.11 | 29.32 | 4% |
| Returns for 5 years | 20.13 | 52.64 | 38% |
| Returns for 10 years | 54.46 | 142.71 | 38% |
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