Ad is loading...
BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.15
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets245.39M
JPMorgan Investor Conservative Growth R6
Price$12.18
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets3.91B
BERIX vs JFLJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. JFLJX commentary
Apr 11, 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: 3.91B vs. BERIX (245M). JFLJX pays higher dividends than BERIX: JFLJX (3.84) vs BERIX (3.60). BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (8 years). BERIX (0.73) is less costly to investors than JFLJX (0.44). BERIX is a more actively managed with annual turnover of: 59.00 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 : 8.10 vs. JFLJX (2.84). BERIX return over 5 years is better than : 33.05 vs. JFLJX (17.21).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.64 | 0.44 | 145% |
| Annual Report Gross Expense Ratio | 0.73 | 0.44 | 166% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 1.638 | -1.399 | -117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 245M | 3.91B | 6% |
| Annual Yield % from dividends | 3.60 | 3.84 | 94% |
| Returns for 1 year | 8.10 | 2.84 | 285% |
| Returns for 3 years | 9.51 | 3.94 | 241% |
| Returns for 5 years | 33.05 | 17.21 | 192% |
| Returns for 10 years | 29.07 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...