BERCX vs. TCVIX
Compare and contrast key facts about Chartwell Mid Cap Value Fund (BERCX) and Touchstone Mid Cap Value Fund (TCVIX).
BERCX is managed by Carillon Family of Funds. It was launched on May 1, 2002. TCVIX is managed by Touchstone. It was launched on Sep 30, 2009.
Performance
BERCX vs. TCVIX - Performance Comparison
Loading graphics...
BERCX vs. TCVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | -1.38% | 11.77% | 11.35% | 6.93% | -11.61% | 27.30% | -3.83% | 23.31% | -10.92% | 16.98% |
TCVIX Touchstone Mid Cap Value Fund | 5.28% | 10.00% | 8.61% | 7.78% | -8.38% | 27.12% | 5.70% | 29.76% | -16.77% | 14.09% |
Returns By Period
In the year-to-date period, BERCX achieves a -1.38% return, which is significantly lower than TCVIX's 5.28% return. Over the past 10 years, BERCX has underperformed TCVIX with an annualized return of 8.17%, while TCVIX has yielded a comparatively higher 8.94% annualized return.
BERCX
- 1D
- -0.90%
- 1M
- -11.09%
- YTD
- -1.38%
- 6M
- 4.15%
- 1Y
- 12.24%
- 3Y*
- 9.03%
- 5Y*
- 5.94%
- 10Y*
- 8.17%
TCVIX
- 1D
- -0.74%
- 1M
- -7.05%
- YTD
- 5.28%
- 6M
- 8.70%
- 1Y
- 17.19%
- 3Y*
- 10.74%
- 5Y*
- 6.82%
- 10Y*
- 8.94%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BERCX vs. TCVIX - Expense Ratio Comparison
BERCX has a 0.90% expense ratio, which is higher than TCVIX's 0.85% expense ratio.
Return for Risk
BERCX vs. TCVIX — Risk / Return Rank
BERCX
TCVIX
BERCX vs. TCVIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Chartwell Mid Cap Value Fund (BERCX) and Touchstone Mid Cap Value Fund (TCVIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BERCX | TCVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.65 | 1.03 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.06 | 1.51 | -0.45 |
Omega ratioGain probability vs. loss probability | 1.14 | 1.21 | -0.07 |
Calmar ratioReturn relative to maximum drawdown | 0.84 | 1.32 | -0.48 |
Martin ratioReturn relative to average drawdown | 3.00 | 5.51 | -2.51 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| BERCX | TCVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.65 | 1.03 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.40 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.47 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.58 | -0.20 |
Correlation
The correlation between BERCX and TCVIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BERCX vs. TCVIX - Dividend Comparison
BERCX's dividend yield for the trailing twelve months is around 12.89%, more than TCVIX's 4.03% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BERCX Chartwell Mid Cap Value Fund | 12.89% | 12.71% | 13.39% | 3.20% | 1.12% | 0.60% | 1.12% | 2.08% | 8.03% | 23.00% | 3.32% | 0.92% |
TCVIX Touchstone Mid Cap Value Fund | 4.03% | 4.25% | 5.48% | 1.80% | 6.59% | 6.77% | 0.76% | 0.91% | 5.86% | 6.47% | 4.44% | 7.26% |
Drawdowns
BERCX vs. TCVIX - Drawdown Comparison
The maximum BERCX drawdown since its inception was -52.71%, which is greater than TCVIX's maximum drawdown of -41.89%. Use the drawdown chart below to compare losses from any high point for BERCX and TCVIX.
Loading graphics...
Drawdown Indicators
| BERCX | TCVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.71% | -41.89% | -10.82% |
Max Drawdown (1Y)Largest decline over 1 year | -13.20% | -12.52% | -0.68% |
Max Drawdown (5Y)Largest decline over 5 years | -22.04% | -19.37% | -2.67% |
Max Drawdown (10Y)Largest decline over 10 years | -42.41% | -41.89% | -0.52% |
Current DrawdownCurrent decline from peak | -11.23% | -7.76% | -3.47% |
Average DrawdownAverage peak-to-trough decline | -7.56% | -5.43% | -2.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.70% | 3.00% | +0.70% |
Volatility
BERCX vs. TCVIX - Volatility Comparison
Chartwell Mid Cap Value Fund (BERCX) has a higher volatility of 5.71% compared to Touchstone Mid Cap Value Fund (TCVIX) at 5.27%. This indicates that BERCX's price experiences larger fluctuations and is considered to be riskier than TCVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| BERCX | TCVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.71% | 5.27% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.01% | 10.00% | +2.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.25% | 17.54% | +2.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.15% | 17.11% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.18% | 19.11% | +0.07% |