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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.46
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets252.63M
BlackRock Multi-Asset Income Portfolio K
Price$10.15
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.23B
BERIX vs BKMIX Comparison Chart
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BERIX vs. BKMIX commentary
May 12, 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: 10.2B vs. BERIX (253M). BKMIX pays higher dividends than BERIX: BKMIX (6.10) vs BERIX (3.87). BERIX was incepted earlier than BKMIX: BERIX (38 years) vs BKMIX (8 years). BERIX (0.73) is less costly to investors than BKMIX (0.62). 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 : 8.81 vs. BKMIX (7.54). BERIX return over 5 years is better than : 33.03 vs. BKMIX (30.98).
| BERIX | BKMIX | BERIX / BKMIX | |
| Total Expense Ratio | 0.64 | 0.52 | 123% |
| Annual Report Gross Expense Ratio | 0.73 | 0.62 | 118% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 3.494 | 2.599 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 253M | 10.2B | 2% |
| Annual Yield % from dividends | 3.87 | 6.10 | 63% |
| Returns for 1 year | 8.81 | 7.54 | 117% |
| Returns for 3 years | 15.91 | 20.00 | 80% |
| Returns for 5 years | 33.03 | 30.98 | 107% |
| Returns for 10 years | 31.91 | N/A | - |
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