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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-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth A
Price$12.73
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
BERIX vs OICAX Comparison Chart
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BERIX vs. OICAX commentary
Nov 18, 2024
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 StrongSell and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 3.94B vs. BERIX (256M). 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). OICAX (12.49) and BERIX (12.24) have marching annual gain over last year. BERIX return over 5 years is better than : 17.84 vs. OICAX (11.34).
| 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 | 6.970 | 7.300 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 256M | 3.94B | 6% |
| Annual Yield % from dividends | 3.29 | 2.77 | 119% |
| Returns for 1 year | 12.24 | 12.49 | 98% |
| Returns for 3 years | 3.47 | -2.37 | -147% |
| Returns for 5 years | 17.84 | 11.34 | 157% |
| Returns for 10 years | 22.69 | 19.65 | 115% |
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