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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.47
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets246.82M
JPMorgan Investor Conservative Growth C
Price$12.50
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets4.04B
BERIX vs OCGCX Comparison Chart
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BERIX vs. OCGCX commentary
Feb 23, 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 OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.04B vs. BERIX (247M). BERIX pays higher dividends than OCGCX: BERIX (3.29) vs OCGCX (2.30). BERIX was incepted earlier than OCGCX: BERIX (38 years) vs OCGCX (28 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. OCGCX (5.00). 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 : 11.04 vs. OCGCX (5.98). BERIX return over 5 years is better than : 16.63 vs. OCGCX (7.68).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 2.272 | 1.956 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 247M | 4.04B | 6% |
| Annual Yield % from dividends | 3.29 | 2.30 | 143% |
| Returns for 1 year | 11.04 | 5.98 | 185% |
| Returns for 3 years | 7.73 | 2.02 | 382% |
| Returns for 5 years | 16.63 | 7.68 | 217% |
| Returns for 10 years | 29.13 | 13.84 | 210% |
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