Interact to see
Advertisement
Advertisement
BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.61
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.28M
JPMorgan Investor Conservative Growth A
Price$12.93
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.1B
BERIX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. OICAX commentary
Aug 08, 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: 4.1B vs. BERIX (247M). BERIX pays higher dividends than OICAX: BERIX (3.62) vs OICAX (3.32). 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 : 8.51 vs. OICAX (7.13). BERIX return over 5 years is better than : 24.84 vs. OICAX (12.26).
| 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 | 5.580 | 6.259 | 89% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 247M | 4.1B | 6% |
| Annual Yield % from dividends | 3.62 | 3.32 | 109% |
| Returns for 1 year | 8.51 | 7.13 | 119% |
| Returns for 3 years | 18.21 | 13.57 | 134% |
| Returns for 5 years | 24.84 | 12.26 | 203% |
| Returns for 10 years | 36.85 | 25.77 | 143% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers