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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.46
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets252.63M
JPMorgan Investor Conservative Growth R6
Price$12.55
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
BERIX vs JFLJX Comparison Chart
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BERIX vs. JFLJX commentary
May 12, 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: 3.93B vs. BERIX (253M). BERIX (3.87) and JFLJX (3.86) have matching dividends . 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: 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 : 8.81 vs. JFLJX (5.21). BERIX return over 5 years is better than : 33.03 vs. JFLJX (18.35).
| 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 | 3.494 | 1.902 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 253M | 3.93B | 6% |
| Annual Yield % from dividends | 3.87 | 3.86 | 100% |
| Returns for 1 year | 8.81 | 5.21 | 169% |
| Returns for 3 years | 15.91 | 11.88 | 134% |
| Returns for 5 years | 33.03 | 18.35 | 180% |
| Returns for 10 years | 31.91 | N/A | - |
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