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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.54
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets251.14M
JPMorgan Investor Conservative Growth R6
Price$12.72
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.93B
BERIX vs JFLJX Comparison Chart
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BERIX vs. JFLJX commentary
Jun 07, 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 JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 3.93B vs. BERIX (251M). BERIX (3.97) and JFLJX (3.82) 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 : 8.38 vs. JFLJX (5.53). BERIX return over 5 years is better than : 26.16 vs. JFLJX (15.57).
| 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 | 4.610 | 3.566 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 251M | 3.93B | 6% |
| Annual Yield % from dividends | 3.97 | 3.82 | 104% |
| Returns for 1 year | 8.38 | 5.53 | 152% |
| Returns for 3 years | 15.37 | 11.67 | 132% |
| Returns for 5 years | 26.16 | 15.57 | 168% |
| Returns for 10 years | 34.13 | N/A | - |
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