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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$13.61
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets247.28M
JPMorgan Investor Conservative Growth I
Price$13.04
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.1B
BERIX vs ONCFX Comparison Chart in %
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BERIX vs. ONCFX commentary
Aug 08, 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: 4.1B vs. BERIX (247M). BERIX (3.62) 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 : 8.51 vs. ONCFX (7.42). BERIX return over 5 years is better than : 24.84 vs. ONCFX (13.68).
| 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 | 5.580 | 6.440 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 247M | 4.1B | 6% |
| Annual Yield % from dividends | 3.62 | 3.53 | 103% |
| Returns for 1 year | 8.51 | 7.42 | 115% |
| Returns for 3 years | 18.21 | 14.46 | 126% |
| Returns for 5 years | 24.84 | 13.68 | 182% |
| Returns for 10 years | 36.85 | 29.03 | 127% |
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