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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$13.62
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.95M
JPMorgan Investor Conservative Growth I
Price$12.91
Change+$0.03 (+0.23%)
VolumeN/A
Net Assets4B
BERIX vs ONCFX Comparison Chart in %
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BERIX vs. ONCFX commentary
Jul 18, 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 Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.01B vs. BERIX (248M). BERIX (3.66) and ONCFX (3.53) have matching dividends . BERIX was incepted earlier than ONCFX: BERIX (38 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than BERIX (0.65). BERIX is a more actively managed with annual turnover of: 98.00 vs. ONCFX (8.00). BERIX has a lower initial minimum investment than ONCFX: BERIX (1000) vs ONCFX (1000000). ONCFX IRA initial investment is lower compared to BERIX: ONCFX (1000000) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 7.26 vs. ONCFX (4.44). BERIX return over 5 years is better than : 27.23 vs. ONCFX (13.98).
| BERIX | ONCFX | BERIX / ONCFX | |
| Total Expense Ratio | 0.55 | 0.69 | 80% |
| Annual Report Gross Expense Ratio | 0.65 | 0.69 | 94% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 5.334 | 4.955 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 248M | 4.01B | 6% |
| Annual Yield % from dividends | 3.66 | 3.53 | 104% |
| Returns for 1 year | 7.26 | 4.44 | 163% |
| Returns for 3 years | 20.97 | 16.44 | 128% |
| Returns for 5 years | 27.23 | 13.98 | 195% |
| Returns for 10 years | 36.13 | 26.75 | 135% |
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