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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.25
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets260.32M
BlackRock Multi-Asset Income Portfolio K
Price$10.55
Change+$0.04 (+0.38%)
VolumeN/A
Net Assets10.51B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Oct 15, 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 Buy and BKMIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. BERIX (260M). BKMIX pays higher dividends than BERIX: BKMIX (5.77) vs BERIX (3.68). BERIX was incepted earlier than BKMIX: BERIX (38 years) vs BKMIX (9 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). BERIX annual gain was more profitable for investors over the last year : 10.02 vs. BKMIX (7.57). BERIX return over 5 years is better than : 30.25 vs. BKMIX (28.14).
| 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 | 9 years | - |
| Gain YTD | 10.859 | 8.916 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 10.5B | 2% |
| Annual Yield % from dividends | 3.68 | 5.77 | 64% |
| Returns for 1 year | 10.02 | 7.57 | 132% |
| Returns for 3 years | 35.13 | 37.41 | 94% |
| Returns for 5 years | 30.25 | 28.14 | 107% |
| Returns for 10 years | 44.75 | N/A | - |
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