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BERCX vs VMVIX
BERCX vs VMVIX Comparison
Open Charts BERCX vs VMVIX
Carillon Chartwell Mid Cap Value I
Price$17.77
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets21.63M
Vanguard Mid-Cap Value Index Investor
Price$65.92
Change+$0.16 (+0.24%)
VolumeN/A
Net Assets29.95B
BERCX vs VMVIX Comparison Chart in %
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BERCX vs. VMVIX 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 VMVIX is a Buy.
FUNDAMENTALS
Fundamentals
VMVIX has more cash in the bank: 29.9B vs. BERCX (21.6M). VMVIX pays higher dividends than BERCX: VMVIX (2.14) vs BERCX (0.96). BERCX was incepted earlier than VMVIX: BERCX (23 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 : 12.13 vs. BERCX (5.19). VMVIX return over 5 years is better than : 76.99 vs. BERCX (47.11).
| BERCX | VMVIX | BERCX / VMVIX | |
| Total Expense Ratio | 0.90 | 0.19 | 474% |
| Annual Report Gross Expense Ratio | 1.35 | 0.19 | 711% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 5.837 | 3.574 | 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 | 2.14 | 45% |
| Returns for 1 year | 5.19 | 12.13 | 43% |
| Returns for 3 years | 10.63 | 28.47 | 37% |
| Returns for 5 years | 47.11 | 76.99 | 61% |
| Returns for 10 years | 35.55 | 88.04 | 40% |
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