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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
Jul 14, 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: 4.44B vs. BERIX (259M). BERIX pays higher dividends than ONCFX: BERIX (4.16) vs ONCFX (3.39). 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 : 9.79 vs. ONCFX (7.63). BERIX return over 5 years is better than : 21.82 vs. ONCFX (11.21).
| 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 | 2.508 | 3.654 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 259M | 4.44B | 6% |
| Annual Yield % from dividends | 4.16 | 3.39 | 123% |
| Returns for 1 year | 9.79 | 7.63 | 128% |
| Returns for 3 years | 27.78 | 23.89 | 116% |
| Returns for 5 years | 21.82 | 11.21 | 195% |
| Returns for 10 years | 43.73 | 38.57 | 113% |
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