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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$13.15
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets245.39M
BlackRock Multi-Asset Income Portfolio K
Price$9.81
Change-$0.09 (-0.91%)
VolumeN/A
Net Assets10.05B
BERIX vs BKMIX Comparison Chart
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BERIX vs. BKMIX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10B vs. BERIX (245M). BKMIX pays higher dividends than BERIX: BKMIX (6.05) vs BERIX (3.60). 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). BKMIX is a more actively managed with annual turnover of: 83.00 vs. BERIX (59.00). 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 : 8.10 vs. BKMIX (4.64). BERIX return over 5 years is better than : 33.05 vs. BKMIX (28.96).
| 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 | 1.638 | -1.367 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 245M | 10B | 2% |
| Annual Yield % from dividends | 3.60 | 6.05 | 60% |
| Returns for 1 year | 8.10 | 4.64 | 175% |
| Returns for 3 years | 9.51 | 10.13 | 94% |
| Returns for 5 years | 33.05 | 28.96 | 114% |
| Returns for 10 years | 29.07 | N/A | - |
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