Ad is loading...
Ad is loading...
BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.23
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth R6
Price$12.82
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
BERIX vs JFLJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. JFLJX commentary
Nov 18, 2024
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 StrongSell and JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 3.94B vs. BERIX (256M). 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). JFLJX annual gain was more profitable for investors over the last year : 13.06 vs. BERIX (12.24). BERIX return over 5 years is better than : 17.84 vs. JFLJX (14.10).
| 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 | 6.970 | 7.693 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 256M | 3.94B | 6% |
| Annual Yield % from dividends | 3.29 | 3.24 | 102% |
| Returns for 1 year | 12.24 | 13.06 | 94% |
| Returns for 3 years | 3.47 | -0.97 | -358% |
| Returns for 5 years | 17.84 | 14.10 | 127% |
| Returns for 10 years | 22.69 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...