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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.68
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets251.44M
BlackRock Multi-Asset Income Portfolio K
Price$10.39
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets10.38B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Jun 27, 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 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 : 10.20 vs. BERIX (9.27). BKMIX (31.12) and BERIX (29.76) 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 | 5.227 | 5.611 | 93% |
| 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 | 9.27 | 10.20 | 91% |
| Returns for 3 years | 20.37 | 26.92 | 76% |
| Returns for 5 years | 29.76 | 31.12 | 96% |
| Returns for 10 years | 35.89 | N/A | - |
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