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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.47
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets246.82M
JPMorgan Investor Conservative Growth R6
Price$12.68
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets4.04B
BERIX vs JFLJX Comparison Chart
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BERIX vs. JFLJX commentary
Feb 23, 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 Hold and JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.04B vs. BERIX (247M). BERIX (3.29) and JFLJX (3.24) have matching dividends . BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (8 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 : 11.04 vs. JFLJX (7.13). BERIX return over 5 years is better than : 16.63 vs. JFLJX (13.14).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 2.272 | 2.096 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 247M | 4.04B | 6% |
| Annual Yield % from dividends | 3.29 | 3.24 | 102% |
| Returns for 1 year | 11.04 | 7.13 | 155% |
| Returns for 3 years | 7.73 | 5.09 | 152% |
| Returns for 5 years | 16.63 | 13.14 | 127% |
| Returns for 10 years | 29.13 | N/A | - |
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