Interact to see
Advertisement
Advertisement
BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
BERIX vs OICAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. OICAX commentary
Jun 23, 2026
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 Hold and OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.35B vs. BERIX (260M). BERIX pays higher dividends than OICAX: BERIX (3.47) vs OICAX (3.21). BERIX was incepted earlier than OICAX: BERIX (39 years) vs OICAX (30 years). OICAX (0.93) is less costly to investors than BERIX (0.58). BERIX is a more actively managed with annual turnover of: 49.00 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 : 10.14 vs. OICAX (9.15). BERIX return over 5 years is better than : 22.45 vs. OICAX (10.82).
| BERIX | OICAX | BERIX / OICAX | |
| Total Expense Ratio | 0.55 | 0.93 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 0.93 | 62% |
| Fund Existence | 39 years | 30 years | - |
| Gain YTD | 2.361 | 3.646 | 65% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 4.35B | 6% |
| Annual Yield % from dividends | 3.47 | 3.21 | 108% |
| Returns for 1 year | 10.14 | 9.15 | 111% |
| Returns for 3 years | 29.48 | 24.80 | 119% |
| Returns for 5 years | 22.45 | 10.82 | 208% |
| Returns for 10 years | 48.11 | 38.41 | 125% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IYR | 101.61 | 1.16 | +1.15% |
| iShares US Real Estate ETF | |||
| RSMC | 28.89 | 0.04 | +0.12% |
| Rockefeller U.S. Small-Mid Cap ETF | |||
| FTMH | 11.80 | N/A | N/A |
| Franklin Municipal High Yield ETF | |||
| NPFD | 18.45 | -0.10 | -0.54% |
| Nuveen Variable Rate Preferred & Income Fund | |||
| PGJ | 23.05 | -0.36 | -1.54% |
| Invesco Golden Dragon China ETF | |||