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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
BlackRock Multi-Asset Income Portfolio K
Price$10.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BERIX vs BKMIX Comparison Chart
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BERIX vs. BKMIX commentary
Jan 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 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 (5.89) vs BERIX (3.29). BERIX was incepted earlier than BKMIX: BERIX (37 years) vs BKMIX (8 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. BKMIX (56.00). BERIX has a lower initial minimum investment than BKMIX: BERIX (1000) vs BKMIX (5000000). BKMIX (8.78) and BERIX (8.37) have marching annual gain over last year. BKMIX return over 5 years is better than : 19.14 vs. BERIX (15.83).
| BERIX | BKMIX | BERIX / BKMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 8 years | - |
| Gain YTD | 0.227 | 0.297 | 76% |
| 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 | 3.29 | 5.89 | 56% |
| Returns for 1 year | 8.37 | 8.78 | 95% |
| Returns for 3 years | 3.72 | 5.65 | 66% |
| Returns for 5 years | 15.83 | 19.14 | 83% |
| Returns for 10 years | 29.26 | N/A | - |
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