Interact to see
Advertisement
Advertisement
BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$13.68
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets251.44M
JPMorgan Investor Conservative Growth I
Price$12.94
Change+$0.05 (+0.39%)
VolumeN/A
Net Assets3.96B
BERIX vs ONCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. ONCFX commentary
Jun 27, 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.96B vs. BERIX (251M). BERIX pays higher dividends than ONCFX: BERIX (3.97) vs ONCFX (3.57). 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 : 9.27 vs. ONCFX (6.41). BERIX return over 5 years is better than : 29.76 vs. ONCFX (16.64).
| 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 | 5.227 | 4.755 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 251M | 3.96B | 6% |
| Annual Yield % from dividends | 3.97 | 3.57 | 111% |
| Returns for 1 year | 9.27 | 6.41 | 145% |
| Returns for 3 years | 20.37 | 16.03 | 127% |
| Returns for 5 years | 29.76 | 16.64 | 179% |
| Returns for 10 years | 35.89 | 27.54 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement