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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$14.25
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets260.32M
JPMorgan Investor Conservative Growth R6
Price$13.30
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets4.21B
BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX commentary
Oct 15, 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: 4.21B vs. BERIX (260M). BERIX (3.68) and JFLJX (3.67) 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 (11.00). 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 : 10.02 vs. JFLJX (6.04). BERIX return over 5 years is better than : 30.25 vs. JFLJX (16.04).
| 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 | 10.859 | 9.011 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 4.21B | 6% |
| Annual Yield % from dividends | 3.68 | 3.67 | 100% |
| Returns for 1 year | 10.02 | 6.04 | 166% |
| Returns for 3 years | 35.13 | 28.17 | 125% |
| Returns for 5 years | 30.25 | 16.04 | 189% |
| Returns for 10 years | 44.75 | N/A | - |
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