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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.15
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets245.39M
JPMorgan Investor Conservative Growth C
Price$12.01
Change-$0.14 (-1.15%)
VolumeN/A
Net Assets3.91B
BERIX vs OCGCX Comparison Chart
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BERIX vs. OCGCX commentary
Apr 11, 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: 3.91B vs. BERIX (245M). BERIX pays higher dividends than OCGCX: BERIX (3.60) vs OCGCX (2.88). 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: 59.00 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 : 8.10 vs. OCGCX (2.95). BERIX return over 5 years is better than : 33.05 vs. OCGCX (12.81).
| 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 | 1.638 | -0.519 | -316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 245M | 3.91B | 6% |
| Annual Yield % from dividends | 3.60 | 2.88 | 125% |
| Returns for 1 year | 8.10 | 2.95 | 275% |
| Returns for 3 years | 9.51 | 2.03 | 468% |
| Returns for 5 years | 33.05 | 12.81 | 258% |
| Returns for 10 years | 29.07 | 11.23 | 259% |
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