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BERCX vs VMVIX
BERCX vs VMVIX Comparison
Open Charts BERCX vs VMVIX
Carillon Chartwell Mid Cap Value I
Price$17.59
Change+$0.12 (+0.69%)
VolumeN/A
Net Assets22.53M
Vanguard Mid-Cap Value Index Investor
Price$72.12
Change+$0.28 (+0.39%)
VolumeN/A
Net Assets33.17B
BERCX vs VMVIX Comparison Chart in %
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BERCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 33.2B vs. BERCX (22.5M). VMVIX pays higher dividends than BERCX: VMVIX (1.98) vs BERCX (0.85). 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 : 13.17 vs. BERCX (6.02). VMVIX return over 5 years is better than : 51.28 vs. BERCX (20.27).
| 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 | 5.519 | 3.309 | 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 | 1.98 | 43% |
| Returns for 1 year | 6.02 | 13.17 | 46% |
| Returns for 3 years | 5.79 | 31.50 | 18% |
| Returns for 5 years | 20.27 | 51.28 | 40% |
| Returns for 10 years | 55.55 | 132.07 | 42% |
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