BERIX
Price
$13.68
Change
+$0.04 (+0.29%)
Updated
Jun 26 closing price
Net Assets
251.44M
JFLJX
Price
$12.93
Change
+$0.05 (+0.39%)
Updated
Jun 26 closing price
Net Assets
3.96B
Interact to see
Advertisement

BERIX vs JFLJX

Header iconBERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJXBanner chart's image
Carillon Chartwell Real Income I
Price$13.68
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets251.44M
JPMorgan Investor Conservative Growth R6
Price$12.93
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets3.96B
BERIX vs JFLJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BERIX vs. JFLJX commentary
Jun 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 3.96B 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 : 9.27 vs. JFLJX (6.60). BERIX return over 5 years is better than : 29.76 vs. JFLJX (17.95).
BERIXJFLJXBERIX / JFLJX
Total Expense Ratio0.550.44125%
Annual Report Gross Expense Ratio0.650.44148%
Fund Existence38 years8 years-
Gain YTD5.2274.868107%
Front LoadN/AN/A-
Min. Initial Investment1000150000000%
Min. Initial Investment IRA1000N/A-
Net Assets251M3.96B6%
Annual Yield % from dividends3.973.82104%
Returns for 1 year9.276.60141%
Returns for 3 years20.3716.89121%
Returns for 5 years29.7617.95166%
Returns for 10 years35.89N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
MBWM45.980.85
+1.88%
Mercantile Bank Corp
LZ8.650.07
+0.82%
LegalZoom.com
MEDP306.80-4.34
-1.39%
Medpace Holdings
CMBM0.39-0.01
-2.75%
Cambium Networks Corp
WNW1.78-0.11
-5.82%
Meiwu Technology Company Limited