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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth C
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
BERIX vs OCGCX Comparison Chart
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BERIX vs. OCGCX commentary
Jan 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 Buy and OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.02B vs. BERIX (249M). BERIX pays higher dividends than OCGCX: BERIX (3.29) vs OCGCX (2.30). BERIX was incepted earlier than OCGCX: BERIX (37 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 : 8.37 vs. OCGCX (6.09). BERIX return over 5 years is better than : 15.83 vs. OCGCX (7.75).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 0.227 | 0.326 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 4.02B | 6% |
| Annual Yield % from dividends | 3.29 | 2.30 | 143% |
| Returns for 1 year | 8.37 | 6.09 | 137% |
| Returns for 3 years | 3.72 | -3.99 | -93% |
| Returns for 5 years | 15.83 | 7.75 | 204% |
| Returns for 10 years | 29.26 | 14.92 | 196% |
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