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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.46
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets252.63M
JPMorgan Investor Conservative Growth C
Price$12.38
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
BERIX vs OCGCX Comparison Chart
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BERIX vs. OCGCX 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 OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.93B vs. BERIX (253M). BERIX pays higher dividends than OCGCX: BERIX (3.87) vs OCGCX (2.90). BERIX was incepted earlier than OCGCX: BERIX (38 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than BERIX (0.73). BERIX is a more actively managed with annual turnover of: 98.00 vs. OCGCX (8.00). OCGCX has a lower initial minimum investment than BERIX: OCGCX (500) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 8.81 vs. OCGCX (4.06). BERIX return over 5 years is better than : 33.03 vs. OCGCX (12.69).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | 0.64 | 1.44 | 44% |
| Annual Report Gross Expense Ratio | 0.73 | 1.44 | 51% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 3.494 | 1.592 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 253M | 3.93B | 6% |
| Annual Yield % from dividends | 3.87 | 2.90 | 133% |
| Returns for 1 year | 8.81 | 4.06 | 217% |
| Returns for 3 years | 15.91 | 8.65 | 184% |
| Returns for 5 years | 33.03 | 12.69 | 260% |
| Returns for 10 years | 31.91 | 14.00 | 228% |