BERIX
Price
$13.68
Change
+$0.04 (+0.29%)
Updated
Jun 26 closing price
Net Assets
251.44M
OCGCX
Price
$12.75
Change
+$0.05 (+0.39%)
Updated
Jun 26 closing price
Net Assets
3.96B
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BERIX vs OCGCX

Header iconBERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCXBanner chart's image
Carillon Chartwell Real Income I
Price$13.68
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets251.44M
JPMorgan Investor Conservative Growth C
Price$12.75
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets3.96B
BERIX vs OCGCX Comparison Chart in %
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BERIX vs. OCGCX commentary
Jun 27, 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.

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FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 3.96B vs. BERIX (251M). BERIX pays higher dividends than OCGCX: BERIX (3.97) vs OCGCX (2.87). 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 : 9.27 vs. OCGCX (5.54). BERIX return over 5 years is better than : 29.76 vs. OCGCX (12.31).
BERIXOCGCXBERIX / OCGCX
Total Expense Ratio0.551.4438%
Annual Report Gross Expense Ratio0.651.4445%
Fund Existence38 years28 years-
Gain YTD5.2274.418118%
Front LoadN/AN/A-
Min. Initial Investment1000500200%
Min. Initial Investment IRA1000N/A-
Net Assets251M3.96B6%
Annual Yield % from dividends3.972.87138%
Returns for 1 year9.275.54167%
Returns for 3 years20.3713.47151%
Returns for 5 years29.7612.31242%
Returns for 10 years35.8918.21197%
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