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BERIX vs VAIPX
BERIX vs VAIPX Comparison
Open Charts BERIX vs VAIPX
Carillon Chartwell Real Income I
Price$13.46
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Inflation-Protected Secs Adm
Price$23.86
Change-$0.04 (-0.17%)
VolumeN/A
CapitalizationN/A
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BERIX vs VAIPX Comparison Chart
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BERIX vs. VAIPX commentary
Sep 22, 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 Buy and VAIPX is a Hold.
FUNDAMENTALS
Fundamentals
VAIPX has more cash in the bank: 27.1B vs. BERIX (264M). VAIPX pays higher dividends than BERIX: VAIPX (4.14) vs BERIX (3.29). BERIX was incepted earlier than VAIPX: BERIX (37 years) vs VAIPX (19 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. VAIPX (34.00). BERIX has a lower initial minimum investment than VAIPX: BERIX (1000) vs VAIPX (50000). BERIX annual gain was more profitable for investors over the last year : 14.00 vs. VAIPX (9.38). BERIX return over 5 years is better than : 19.59 vs. VAIPX (13.21).
| BERIX | VAIPX | BERIX / VAIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 19 years | - |
| Gain YTD | 8.308 | 5.072 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 264M | 27.1B | 1% |
| Annual Yield % from dividends | 3.29 | 4.14 | 80% |
| Returns for 1 year | 14.00 | 9.38 | 149% |
| Returns for 3 years | 6.25 | -2.57 | -243% |
| Returns for 5 years | 19.59 | 13.21 | 148% |
| Returns for 10 years | 24.98 | 25.26 | 99% |
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