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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.88
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets249.09M
JPMorgan Investor Conservative Growth R6
Price$13.12
Change-$0.07 (-0.53%)
VolumeN/A
Net Assets4.09B
BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX commentary
Sep 01, 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 JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.09B vs. BERIX (249M). JFLJX (3.71) and BERIX (3.54) have matching dividends . BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (8 years). BERIX (0.65) is less costly to investors than JFLJX (0.44). BERIX is a more actively managed with annual turnover of: 98.00 vs. JFLJX (8.00). BERIX has a lower initial minimum investment than JFLJX: BERIX (1000) vs JFLJX (15000000). BERIX annual gain was more profitable for investors over the last year : 8.40 vs. JFLJX (5.70). BERIX return over 5 years is better than : 27.28 vs. JFLJX (15.21).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.55 | 0.44 | 125% |
| Annual Report Gross Expense Ratio | 0.65 | 0.44 | 148% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 7.833 | 7.712 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 4.09B | 6% |
| Annual Yield % from dividends | 3.54 | 3.71 | 95% |
| Returns for 1 year | 8.40 | 5.70 | 147% |
| Returns for 3 years | 23.59 | 18.79 | 126% |
| Returns for 5 years | 27.28 | 15.21 | 179% |
| Returns for 10 years | 42.89 | N/A | - |
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