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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$14.25
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets260.32M
JPMorgan Investor Conservative Growth A
Price$13.20
Change+$0.07 (+0.53%)
VolumeN/A
Net Assets4.21B
BERIX vs OICAX Comparison Chart in %
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BERIX vs. OICAX commentary
Oct 15, 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: 4.21B vs. BERIX (260M). BERIX pays higher dividends than OICAX: BERIX (3.68) vs OICAX (3.22). 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 (11.00). 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 : 10.02 vs. OICAX (5.47). BERIX return over 5 years is better than : 30.25 vs. OICAX (13.13).
| 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 | 10.859 | 8.506 | 128% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 4.21B | 6% |
| Annual Yield % from dividends | 3.68 | 3.22 | 114% |
| Returns for 1 year | 10.02 | 5.47 | 183% |
| Returns for 3 years | 35.13 | 26.10 | 135% |
| Returns for 5 years | 30.25 | 13.13 | 230% |
| Returns for 10 years | 44.75 | 30.04 | 149% |
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