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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$13.62
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.95M
JPMorgan Investor Conservative Growth C
Price$12.73
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets4B
BERIX vs OCGCX Comparison Chart in %
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BERIX vs. OCGCX commentary
Jul 18, 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: 4.01B vs. BERIX (248M). BERIX pays higher dividends than OCGCX: BERIX (3.66) vs OCGCX (2.85). 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 : 7.26 vs. OCGCX (3.64). BERIX return over 5 years is better than : 27.23 vs. OCGCX (9.81).
| 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 | 5.334 | 4.638 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 248M | 4.01B | 6% |
| Annual Yield % from dividends | 3.66 | 2.85 | 129% |
| Returns for 1 year | 7.26 | 3.64 | 199% |
| Returns for 3 years | 20.97 | 13.86 | 151% |
| Returns for 5 years | 27.23 | 9.81 | 277% |
| Returns for 10 years | 36.13 | 17.48 | 207% |
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