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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$13.88
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets249.09M
JPMorgan Investor Conservative Growth A
Price$13.03
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.09B
BERIX vs OICAX Comparison Chart in %
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BERIX vs. OICAX commentary
Sep 01, 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: 4.09B vs. BERIX (249M). BERIX pays higher dividends than OICAX: BERIX (3.54) vs OICAX (3.25). 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 : 8.40 vs. OICAX (5.26). BERIX return over 5 years is better than : 27.28 vs. OICAX (12.44).
| 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 | 7.833 | 7.412 | 106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 249M | 4.09B | 6% |
| Annual Yield % from dividends | 3.54 | 3.25 | 109% |
| Returns for 1 year | 8.40 | 5.26 | 160% |
| Returns for 3 years | 23.59 | 17.06 | 138% |
| Returns for 5 years | 27.28 | 12.44 | 219% |
| Returns for 10 years | 42.89 | 31.34 | 137% |
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