Interact to see
Advertisement
Advertisement
BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.61
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.28M
BlackRock Multi-Asset Income Portfolio K
Price$10.46
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets10.49B
BERIX vs BKMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. BKMIX commentary
Aug 08, 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: 10.5B vs. BERIX (247M). BKMIX pays higher dividends than BERIX: BKMIX (5.95) vs BERIX (3.62). 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 annual gain was more profitable for investors over the last year : 10.56 vs. BERIX (8.51). BKMIX return over 5 years is better than : 27.75 vs. BERIX (24.84).
| 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 | 5.580 | 7.385 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 247M | 10.5B | 2% |
| Annual Yield % from dividends | 3.62 | 5.95 | 61% |
| Returns for 1 year | 8.51 | 10.56 | 81% |
| Returns for 3 years | 18.21 | 24.50 | 74% |
| Returns for 5 years | 24.84 | 27.75 | 90% |
| Returns for 10 years | 36.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers