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BERIX
Price
$13.23
Change
-$0.02 (-0.15%)
Updated
Nov 15 closing price
ONCFX
Price
$12.83
Change
-$0.04 (-0.31%)
Updated
Nov 15 closing price
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BERIX vs ONCFX

Header iconBERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFXBanner chart's image
Carillon Chartwell Real Income I
Price$13.23
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
JPMorgan Investor Conservative Growth I
Price$12.83
Change-$0.04 (-0.31%)
VolumeN/A
CapitalizationN/A
BERIX vs ONCFX Comparison Chart
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BERIX vs. ONCFX commentary
Nov 18, 2024

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 StrongSell and ONCFX is a Hold.

FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.94B vs. BERIX (256M). 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). ONCFX (12.76) and BERIX (12.24) have marching annual gain over last year. BERIX return over 5 years is better than : 17.84 vs. ONCFX (12.76).
BERIXONCFXBERIX / ONCFX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence37 years28 years-
Gain YTD6.9707.46093%
Front LoadN/AN/A-
Min. Initial Investment100010000000%
Min. Initial Investment IRA100010000000%
Net Assets256M3.94B6%
Annual Yield % from dividends3.292.99110%
Returns for 1 year12.2412.7696%
Returns for 3 years3.47-1.66-209%
Returns for 5 years17.8412.76140%
Returns for 10 years22.6922.66100%
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