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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth R6
Price$12.50
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
BERIX vs JFLJX Comparison Chart
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BERIX vs. JFLJX commentary
Jan 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 Buy and JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.02B vs. BERIX (249M). BERIX (3.29) and JFLJX (3.24) have matching dividends . BERIX was incepted earlier than JFLJX: BERIX (37 years) vs JFLJX (7 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. JFLJX (5.00). 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 : 8.37 vs. JFLJX (7.07). BERIX return over 5 years is better than : 15.83 vs. JFLJX (13.13).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 7 years | - |
| Gain YTD | 0.227 | 0.241 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 4.02B | 6% |
| Annual Yield % from dividends | 3.29 | 3.24 | 102% |
| Returns for 1 year | 8.37 | 7.07 | 118% |
| Returns for 3 years | 3.72 | -1.27 | -293% |
| Returns for 5 years | 15.83 | 13.13 | 121% |
| Returns for 10 years | 29.26 | N/A | - |
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