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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.54
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets251.14M
JPMorgan Investor Conservative Growth C
Price$12.54
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.93B
BERIX vs OCGCX Comparison Chart
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BERIX vs. OCGCX commentary
Jun 07, 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: 3.93B 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 : 8.38 vs. OCGCX (4.46). BERIX return over 5 years is better than : 26.16 vs. OCGCX (10.02).
| 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 | 4.610 | 3.185 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 251M | 3.93B | 6% |
| Annual Yield % from dividends | 3.97 | 2.87 | 138% |
| Returns for 1 year | 8.38 | 4.46 | 188% |
| Returns for 3 years | 15.37 | 8.43 | 182% |
| Returns for 5 years | 26.16 | 10.02 | 261% |
| Returns for 10 years | 34.13 | 16.54 | 206% |
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