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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.62
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.95M
BlackRock Multi-Asset Income Portfolio K
Price$10.38
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.4B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Jul 18, 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 BERIX is a Hold and BKMIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. BERIX (248M). BKMIX pays higher dividends than BERIX: BKMIX (5.95) vs BERIX (3.66). BERIX was incepted earlier than BKMIX: BERIX (38 years) vs BKMIX (8 years). BERIX (0.65) and BKMIX (0.62) have similar cost to investors . BERIX is a more actively managed with annual turnover of: 98.00 vs. BKMIX (83.00). BERIX has a lower initial minimum investment than BKMIX: BERIX (1000) vs BKMIX (5000000). BKMIX annual gain was more profitable for investors over the last year : 8.13 vs. BERIX (7.26). BKMIX (28.47) and BERIX (27.23) have equivalent 5 years return.
| BERIX | BKMIX | BERIX / BKMIX | |
| Total Expense Ratio | 0.55 | 0.52 | 106% |
| Annual Report Gross Expense Ratio | 0.65 | 0.62 | 105% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 5.334 | 6.056 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 248M | 10.4B | 2% |
| Annual Yield % from dividends | 3.66 | 5.95 | 62% |
| Returns for 1 year | 7.26 | 8.13 | 89% |
| Returns for 3 years | 20.97 | 28.21 | 74% |
| Returns for 5 years | 27.23 | 28.47 | 96% |
| Returns for 10 years | 36.13 | N/A | - |
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