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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.15
Change-$0.13 (-0.98%)
VolumeN/A
Net Assets245.39M
JPMorgan Investor Conservative Growth A
Price$12.09
Change-$0.13 (-1.06%)
VolumeN/A
Net Assets3.91B
BERIX vs OICAX Comparison Chart
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BERIX vs. OICAX commentary
Apr 11, 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: 3.91B vs. BERIX (245M). BERIX pays higher dividends than OICAX: BERIX (3.60) vs OICAX (3.36). 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: 59.00 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 : 8.10 vs. OICAX (3.45). BERIX return over 5 years is better than : 33.05 vs. OICAX (15.61).
| 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 | 1.638 | -0.472 | -347% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 245M | 3.91B | 6% |
| Annual Yield % from dividends | 3.60 | 3.36 | 107% |
| Returns for 1 year | 8.10 | 3.45 | 235% |
| Returns for 3 years | 9.51 | 3.51 | 271% |
| Returns for 5 years | 33.05 | 15.61 | 212% |
| Returns for 10 years | 29.07 | 16.97 | 171% |
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