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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.46
Change+$0.04 (+0.30%)
VolumeN/A
Net Assets252.63M
JPMorgan Investor Conservative Growth A
Price$12.45
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets3.93B
BERIX vs OICAX Comparison Chart
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BERIX vs. OICAX commentary
May 12, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.93B vs. BERIX (253M). BERIX pays higher dividends than OICAX: BERIX (3.87) vs OICAX (3.39). BERIX was incepted earlier than OICAX: BERIX (38 years) vs OICAX (28 years). OICAX (0.94) is less costly to investors than BERIX (0.73). BERIX is a more actively managed with annual turnover of: 98.00 vs. OICAX (8.00). OICAX has a lower initial minimum investment than BERIX: OICAX (500) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 8.81 vs. OICAX (4.56). BERIX return over 5 years is better than : 33.03 vs. OICAX (15.40).
| BERIX | OICAX | BERIX / OICAX | |
| Total Expense Ratio | 0.64 | 0.94 | 68% |
| Annual Report Gross Expense Ratio | 0.73 | 0.94 | 78% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 3.494 | 1.668 | 209% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 253M | 3.93B | 6% |
| Annual Yield % from dividends | 3.87 | 3.39 | 114% |
| Returns for 1 year | 8.81 | 4.56 | 193% |
| Returns for 3 years | 15.91 | 10.19 | 156% |
| Returns for 5 years | 33.03 | 15.40 | 215% |
| Returns for 10 years | 31.91 | 19.93 | 160% |