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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$13.54
Change-$0.02 (-0.15%)
VolumeN/A
Net Assets251.14M
JPMorgan Investor Conservative Growth I
Price$12.73
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.93B
BERIX vs ONCFX Comparison Chart
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BERIX vs. ONCFX commentary
Jun 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 Hold and ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 3.93B 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 : 8.38 vs. ONCFX (5.26). BERIX return over 5 years is better than : 26.16 vs. ONCFX (14.20).
| 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 | 4.610 | 3.455 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 251M | 3.93B | 6% |
| Annual Yield % from dividends | 3.97 | 3.57 | 111% |
| Returns for 1 year | 8.38 | 5.26 | 159% |
| Returns for 3 years | 15.37 | 10.95 | 140% |
| Returns for 5 years | 26.16 | 14.20 | 184% |
| Returns for 10 years | 34.13 | 25.76 | 132% |
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