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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$13.23
Change+$0.01 (+0.08%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$12.51
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
BERIX vs ONCFX Comparison Chart
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BERIX vs. ONCFX commentary
Jan 07, 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: 4.02B vs. BERIX (249M). BERIX pays higher dividends than ONCFX: BERIX (3.29) vs ONCFX (2.99). BERIX was incepted earlier than ONCFX: BERIX (37 years) vs ONCFX (28 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. ONCFX (5.00). 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 : 8.37 vs. ONCFX (6.80). BERIX return over 5 years is better than : 15.83 vs. ONCFX (11.80).
| BERIX | ONCFX | BERIX / ONCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 28 years | - |
| Gain YTD | 0.227 | 0.241 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 249M | 4.02B | 6% |
| Annual Yield % from dividends | 3.29 | 2.99 | 110% |
| Returns for 1 year | 8.37 | 6.80 | 123% |
| Returns for 3 years | 3.72 | -1.89 | -197% |
| Returns for 5 years | 15.83 | 11.80 | 134% |
| Returns for 10 years | 29.26 | 23.85 | 123% |
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