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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.41
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
BERIX vs OICAX Comparison Chart
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BERIX vs. OICAX 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.02B vs. BERIX (249M). BERIX pays higher dividends than OICAX: BERIX (3.29) vs OICAX (2.77). BERIX was incepted earlier than OICAX: BERIX (37 years) vs OICAX (28 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. OICAX (5.00). 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 : 8.37 vs. OICAX (6.59). BERIX return over 5 years is better than : 15.83 vs. OICAX (10.38).
| BERIX | OICAX | BERIX / OICAX | |
| 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 | 0.243 | 94% |
| 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 | 2.77 | 119% |
| Returns for 1 year | 8.37 | 6.59 | 127% |
| Returns for 3 years | 3.72 | -2.66 | -140% |
| Returns for 5 years | 15.83 | 10.38 | 153% |
| Returns for 10 years | 29.26 | 20.80 | 141% |
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