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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$14.25
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets260.32M
JPMorgan Investor Conservative Growth I
Price$13.31
Change+$0.06 (+0.45%)
VolumeN/A
Net Assets4.21B
BERIX vs ONCFX Comparison Chart in %
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BERIX vs. ONCFX commentary
Oct 15, 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: 4.21B vs. BERIX (260M). BERIX pays higher dividends than ONCFX: BERIX (3.68) vs ONCFX (3.43). 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 (11.00). 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 : 10.02 vs. ONCFX (5.77). BERIX return over 5 years is better than : 30.25 vs. ONCFX (14.65).
| 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 | 10.859 | 8.798 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 260M | 4.21B | 6% |
| Annual Yield % from dividends | 3.68 | 3.43 | 107% |
| Returns for 1 year | 10.02 | 5.77 | 174% |
| Returns for 3 years | 35.13 | 27.20 | 129% |
| Returns for 5 years | 30.25 | 14.65 | 207% |
| Returns for 10 years | 44.75 | 33.50 | 134% |
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