Interact to see
Advertisement
Advertisement
BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.88
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets249.09M
JPMorgan Investor Conservative Growth C
Price$12.95
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.09B
BERIX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. OCGCX commentary
Sep 01, 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: 4.09B vs. BERIX (249M). BERIX pays higher dividends than OCGCX: BERIX (3.54) vs OCGCX (2.79). 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 (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 : 8.40 vs. OCGCX (4.72). BERIX return over 5 years is better than : 27.28 vs. OCGCX (9.75).
| 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 | 7.833 | 7.102 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 4.09B | 6% |
| Annual Yield % from dividends | 3.54 | 2.79 | 127% |
| Returns for 1 year | 8.40 | 4.72 | 178% |
| Returns for 3 years | 23.59 | 15.30 | 154% |
| Returns for 5 years | 27.28 | 9.75 | 280% |
| Returns for 10 years | 42.89 | 24.72 | 174% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IOEZX | 17.43 | 0.06 | +0.35% |
| ICON Equity Income Institutional | |||
| UBVTX | 83.64 | -0.07 | -0.08% |
| Undiscovered Managers Behavioral Val R3 | |||
| NWAOX | 37.02 | -0.03 | -0.08% |
| Nationwide BNY Mellon Dyn US Eq Inc I.S | |||
| NBNCX | 14.71 | -0.09 | -0.61% |
| Neuberger Berman International Sel C | |||
| MTERX | 59.11 | -0.70 | -1.17% |
| MFS Technology R2 | |||