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BERIX vs VAIPX
BERIX vs VAIPX Comparison
Open Charts BERIX vs VAIPX
Carillon Chartwell Real Income I
Price$13.23
Change-$0.02 (-0.15%)
VolumeN/A
CapitalizationN/A
Vanguard Inflation-Protected Secs Adm
Price$23.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BERIX vs VAIPX Comparison Chart
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BERIX vs. VAIPX commentary
Nov 18, 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 StrongSell and VAIPX is a Hold.
FUNDAMENTALS
Fundamentals
VAIPX has more cash in the bank: 26.7B vs. BERIX (256M). 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 : 12.24 vs. VAIPX (5.70). BERIX return over 5 years is better than : 17.84 vs. VAIPX (10.65).
| 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 | 6.970 | 2.289 | 304% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 256M | 26.7B | 1% |
| Annual Yield % from dividends | 3.29 | 4.14 | 80% |
| Returns for 1 year | 12.24 | 5.70 | 215% |
| Returns for 3 years | 3.47 | -6.57 | -53% |
| Returns for 5 years | 17.84 | 10.65 | 167% |
| Returns for 10 years | 22.69 | 21.52 | 105% |
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