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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.88
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets249.09M
BlackRock Multi-Asset Income Portfolio K
Price$10.54
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets10.51B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Sep 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. BERIX (249M). BKMIX pays higher dividends than BERIX: BKMIX (5.95) vs BERIX (3.54). 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). BKMIX (8.49) and BERIX (8.40) have marching annual gain over last year. BKMIX (28.24) and BERIX (27.28) 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 | 9 years | - |
| Gain YTD | 7.833 | 8.206 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 10.5B | 2% |
| Annual Yield % from dividends | 3.54 | 5.95 | 59% |
| Returns for 1 year | 8.40 | 8.49 | 99% |
| Returns for 3 years | 23.59 | 28.26 | 83% |
| Returns for 5 years | 27.28 | 28.24 | 97% |
| Returns for 10 years | 42.89 | N/A | - |
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