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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$14.25
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets260.32M
JPMorgan Investor Conservative Growth C
Price$13.11
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets4.21B
BERIX vs OCGCX Comparison Chart in %
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BERIX vs. OCGCX commentary
Oct 15, 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: 4.21B vs. BERIX (260M). BERIX pays higher dividends than OCGCX: BERIX (3.68) vs OCGCX (2.77). BERIX was incepted earlier than OCGCX: BERIX (38 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than BERIX (0.65). BERIX is a more actively managed with annual turnover of: 98.00 vs. OCGCX (11.00). 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 : 10.02 vs. OCGCX (4.90). BERIX return over 5 years is better than : 30.25 vs. OCGCX (10.39).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | 0.55 | 1.44 | 38% |
| Annual Report Gross Expense Ratio | 0.65 | 1.44 | 45% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 10.859 | 8.153 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 4.21B | 6% |
| Annual Yield % from dividends | 3.68 | 2.77 | 133% |
| Returns for 1 year | 10.02 | 4.90 | 205% |
| Returns for 3 years | 35.13 | 24.18 | 145% |
| Returns for 5 years | 30.25 | 10.39 | 291% |
| Returns for 10 years | 44.75 | 23.56 | 190% |
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