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BERIX vs ONCFX
BERIX vs ONCFX Comparison
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BERIX vs ONCFX Comparison Chart in %
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BERIX vs. ONCFX commentary
Jun 23, 2026
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: 4.35B vs. BERIX (260M). BERIX (3.47) and ONCFX (3.43) have matching dividends . BERIX was incepted earlier than ONCFX: BERIX (39 years) vs ONCFX (30 years). ONCFX (0.67) is less costly to investors than BERIX (0.58). BERIX is a more actively managed with annual turnover of: 49.00 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 : 10.14 vs. ONCFX (9.51). BERIX return over 5 years is better than : 22.45 vs. ONCFX (12.22).
| BERIX | ONCFX | BERIX / ONCFX | |
| Total Expense Ratio | 0.55 | 0.67 | 82% |
| Annual Report Gross Expense Ratio | 0.58 | 0.67 | 87% |
| Fund Existence | 39 years | 30 years | - |
| Gain YTD | 2.361 | 3.798 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 260M | 4.35B | 6% |
| Annual Yield % from dividends | 3.47 | 3.43 | 101% |
| Returns for 1 year | 10.14 | 9.51 | 107% |
| Returns for 3 years | 29.48 | 25.70 | 115% |
| Returns for 5 years | 22.45 | 12.22 | 184% |
| Returns for 10 years | 48.11 | 42.04 | 114% |
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