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BERIX vs OICAX
BERIX vs OICAX Comparison
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BERIX vs OICAX Comparison Chart in %
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BERIX vs. OICAX commentary
Jul 14, 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: 4.44B vs. BERIX (259M). BERIX pays higher dividends than OICAX: BERIX (4.16) vs OICAX (3.17). 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 : 9.79 vs. OICAX (7.34). BERIX return over 5 years is better than : 21.82 vs. OICAX (9.73).
| 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 | 2.508 | 3.479 | 72% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 259M | 4.44B | 6% |
| Annual Yield % from dividends | 4.16 | 3.17 | 131% |
| Returns for 1 year | 9.79 | 7.34 | 133% |
| Returns for 3 years | 27.78 | 22.89 | 121% |
| Returns for 5 years | 21.82 | 9.73 | 224% |
| Returns for 10 years | 43.73 | 35.12 | 125% |
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