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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.54
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets251.14M
BlackRock Multi-Asset Income Portfolio K
Price$10.30
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.35B
BERIX vs BKMIX Comparison Chart
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BERIX vs. BKMIX commentary
Jun 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 BERIX is a Hold and BKMIX is a Buy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.4B vs. BERIX (251M). BKMIX pays higher dividends than BERIX: BKMIX (6.04) vs BERIX (3.97). 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 : 8.92 vs. BERIX (8.38). BKMIX return over 5 years is better than : 27.76 vs. BERIX (26.16).
| 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 | 4.610 | 4.696 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 251M | 10.4B | 2% |
| Annual Yield % from dividends | 3.97 | 6.04 | 66% |
| Returns for 1 year | 8.38 | 8.92 | 94% |
| Returns for 3 years | 15.37 | 20.64 | 74% |
| Returns for 5 years | 26.16 | 27.76 | 94% |
| Returns for 10 years | 34.13 | N/A | - |
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