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BERIX vs VIPIX
BERIX vs VIPIX Comparison
Open Charts BERIX vs VIPIX
Carillon Chartwell Real Income I
Price$13.46
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Inflation-Protected Secs I
Price$9.72
Change-$0.02 (-0.21%)
VolumeN/A
CapitalizationN/A
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BERIX vs VIPIX Comparison Chart
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BERIX vs. VIPIX 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 VIPIX is a Hold.
FUNDAMENTALS
Fundamentals
VIPIX has more cash in the bank: 27.1B vs. BERIX (264M). VIPIX pays higher dividends than BERIX: VIPIX (4.17) vs BERIX (3.29). BERIX was incepted earlier than VIPIX: BERIX (37 years) vs VIPIX (21 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. VIPIX (34.00). BERIX has a lower initial minimum investment than VIPIX: BERIX (1000) vs VIPIX (5000000). BERIX annual gain was more profitable for investors over the last year : 14.00 vs. VIPIX (9.34). BERIX return over 5 years is better than : 19.59 vs. VIPIX (13.37).
| BERIX | VIPIX | BERIX / VIPIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 21 years | - |
| Gain YTD | 8.308 | 5.109 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 264M | 27.1B | 1% |
| Annual Yield % from dividends | 3.29 | 4.17 | 79% |
| Returns for 1 year | 14.00 | 9.34 | 150% |
| Returns for 3 years | 6.25 | -2.49 | -251% |
| Returns for 5 years | 19.59 | 13.37 | 146% |
| Returns for 10 years | 24.98 | 25.66 | 97% |
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