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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
Sep 10, 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: 4.45B vs. BERIX (262M). BERIX pays higher dividends than ONCFX: BERIX (4.83) vs ONCFX (3.53). 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 : 8.81 vs. ONCFX (4.59). BERIX return over 5 years is better than : 23.64 vs. ONCFX (10.51).
| 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 | 4.582 | 3.660 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 262M | 4.45B | 6% |
| Annual Yield % from dividends | 4.83 | 3.53 | 137% |
| Returns for 1 year | 8.81 | 4.59 | 192% |
| Returns for 3 years | 32.53 | 25.85 | 126% |
| Returns for 5 years | 23.64 | 10.51 | 225% |
| Returns for 10 years | 45.57 | 38.11 | 120% |
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