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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$13.62
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.95M
JPMorgan Investor Conservative Growth R6
Price$12.90
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4B
BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX commentary
Jul 18, 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: 4.01B vs. BERIX (248M). JFLJX (3.77) and BERIX (3.66) have matching dividends . BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (8 years). BERIX (0.65) 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 : 7.26 vs. JFLJX (4.79). BERIX return over 5 years is better than : 27.23 vs. JFLJX (15.45).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.55 | 0.44 | 125% |
| Annual Report Gross Expense Ratio | 0.65 | 0.44 | 148% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 5.334 | 5.172 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 248M | 4.01B | 6% |
| Annual Yield % from dividends | 3.66 | 3.77 | 97% |
| Returns for 1 year | 7.26 | 4.79 | 152% |
| Returns for 3 years | 20.97 | 17.40 | 121% |
| Returns for 5 years | 27.23 | 15.45 | 176% |
| Returns for 10 years | 36.13 | N/A | - |
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