Chartwell Mid Cap Value Fund (BERCX) Alternatives
Chartwell Mid Cap Value Fund (BERCX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BERCX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to BERCX
BERCX charges 0.90% annually. Among mutual funds in the Mid Cap Value Equities category, these options have the lowest expense ratios among BERCX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | Jul 11, 2019 | BERCX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | Sep 27, 2011 | BERCX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | Nov 2, 2010 | BERCX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | Jul 1, 2011 | BERCX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | Aug 17, 2006 | BERCX vs VMVIX |
Best Risk-Adjusted Alternatives to BERCX
Among mutual funds in the Mid Cap Value Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Ariel Focus Fund | 86 | Jun 30, 2005 | BERCX vs ARFFX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | Nov 30, 2001 | BERCX vs SMVTX | |
| Delaware Opportunity Fund | 78 | Aug 24, 1992 | BERCX vs FIUSX | |
| Invesco V.I. American Value Fund | 78 | Jan 1, 1997 | BERCX vs UMCVX | |
| Invesco Value Opportunities Fund | 76 | Jun 25, 2001 | BERCX vs VVOAX |
Top Performing BERCX Alternatives (YTD)
BERCX alternatives from the Mid Cap Value Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Virtus Ceredex Mid-Cap Value Equity Fund | 6.38% | Nov 30, 2001 | BERCX vs SMVTX | |
| Delaware Opportunity Fund | 5.51% | Aug 24, 1992 | BERCX vs FIUSX | |
| Ariel Focus Fund | 5.40% | Jun 30, 2005 | BERCX vs ARFFX | |
| Touchstone Mid Cap Value Fund | 5.28% | Sep 30, 2009 | BERCX vs TCVIX | |
| Hotchkis & Wiley Mid-Cap Value Fund | 5.14% | Jan 2, 1997 | BERCX vs HWMIX |
Lowest Volatility Alternatives to BERCX
BERCX alternatives from the Mid Cap Value Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | 14.28% | Dec 31, 2013 | BERCX vs NMAVX | |
| American Century Mid Cap Value R6 | 15.54% | Jul 26, 2013 | BERCX vs AMDVX | |
| American Century Mid Cap Value Fund | 15.57% | Mar 31, 2004 | BERCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 15.58% | Mar 31, 2004 | BERCX vs ACLAX | |
| Victory RS Value Fund | 16.23% | Jun 30, 1993 | BERCX vs RSVAX |
Lowest Drawdown Alternatives to BERCX
BERCX alternatives from the Mid Cap Value Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Nuance Mid Cap Value Fund | -9.80% | Dec 31, 2013 | BERCX vs NMAVX | |
| American Century Mid Cap Value R6 | -10.95% | Jul 26, 2013 | BERCX vs AMDVX | |
| American Century Mid Cap Value Fund | -10.96% | Mar 31, 2004 | BERCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | -10.99% | Mar 31, 2004 | BERCX vs ACLAX | |
| Clarkston Partners Fund | -11.26% | Sep 15, 2015 | BERCX vs CISMX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | BERCX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | BERCX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | BERCX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | BERCX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | BERCX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | BERCX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | BERCX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | BERCX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | BERCX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | BERCX vs SUBFX |
Often Compared With BERCX
What investors most often compare with BERCX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 29 | -5.22% | May 7, 1993 | BERCX vs HRSCX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | -0.40% | Jul 15, 2014 | BERCX vs CWFIX | |
| Clarkston Founders Fund | Mid Cap Value Equities | 6 | -6.99% | Jan 31, 2017 | BERCX vs CIMDX | |
| Columbia Select Mid Cap Value Fund | Mid Cap Value Equities | 69 | 4.45% | Nov 20, 2001 | BERCX vs NAMAX | |
| Invesco Value Opportunities Fund Class Y | Mid Cap Value Equities | 75 | 3.31% | Mar 23, 2005 | BERCX vs VVOIX |
Compare BERCX with Any Fund or Stock
Compare BERCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.