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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.13
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets260.56M
BlackRock Multi-Asset Income Portfolio K
Price$10.50
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets10.46B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. BERIX (261M). BKMIX pays higher dividends than BERIX: BKMIX (5.79) vs BERIX (3.73). 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 . BKMIX (99.00) and BERIX (98.00) have comparable annual turnover. 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 : 10.50 vs. BKMIX (8.83). BERIX (26.89) and BKMIX (25.82) 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 | 11.095 | 9.343 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 261M | 10.5B | 2% |
| Annual Yield % from dividends | 3.73 | 5.79 | 64% |
| Returns for 1 year | 10.50 | 8.83 | 119% |
| Returns for 3 years | 28.88 | 31.17 | 93% |
| Returns for 5 years | 26.89 | 25.82 | 104% |
| Returns for 10 years | 45.61 | N/A | - |
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