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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.54
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets251.14M
JPMorgan Investor Conservative Growth A
Price$12.62
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets3.93B
BERIX vs OICAX Comparison Chart
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BERIX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.93B vs. BERIX (251M). BERIX pays higher dividends than OICAX: BERIX (3.97) vs OICAX (3.35). BERIX was incepted earlier than OICAX: BERIX (38 years) vs OICAX (29 years). OICAX (0.94) is less costly to investors than BERIX (0.65). 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 : 8.38 vs. OICAX (5.04). BERIX return over 5 years is better than : 26.16 vs. OICAX (12.76).
| BERIX | OICAX | BERIX / OICAX | |
| Total Expense Ratio | 0.55 | 0.94 | 59% |
| Annual Report Gross Expense Ratio | 0.65 | 0.94 | 69% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 4.610 | 3.379 | 136% |
| Front Load | N/A | 5% | - |
| 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 | 3.35 | 118% |
| Returns for 1 year | 8.38 | 5.04 | 166% |
| Returns for 3 years | 15.37 | 10.15 | 151% |
| Returns for 5 years | 26.16 | 12.76 | 205% |
| Returns for 10 years | 34.13 | 22.65 | 151% |
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