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BERIX vs VIPSX
BERIX vs VIPSX Comparison
Open Charts BERIX vs VIPSX
Carillon Chartwell Real Income I
Price$13.46
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Inflation-Protected Secs I
Price$12.15
Change-$0.02 (-0.16%)
VolumeN/A
CapitalizationN/A
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BERIX vs VIPSX Comparison Chart
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BERIX vs. VIPSX 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 VIPSX is a Hold.
FUNDAMENTALS
Fundamentals
VIPSX has more cash in the bank: 27.1B vs. BERIX (264M). VIPSX pays higher dividends than BERIX: VIPSX (4.03) vs BERIX (3.29). BERIX was incepted earlier than VIPSX: BERIX (37 years) vs VIPSX (24 years). BERIX is a more actively managed with annual turnover of: 59.00 vs. VIPSX (34.00). BERIX has a lower initial minimum investment than VIPSX: BERIX (1000) vs VIPSX (3000). BERIX annual gain was more profitable for investors over the last year : 14.00 vs. VIPSX (9.22). BERIX return over 5 years is better than : 19.59 vs. VIPSX (12.64).
| BERIX | VIPSX | BERIX / VIPSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 37 years | 24 years | - |
| Gain YTD | 8.308 | 4.993 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 264M | 27.1B | 1% |
| Annual Yield % from dividends | 3.29 | 4.03 | 82% |
| Returns for 1 year | 14.00 | 9.22 | 152% |
| Returns for 3 years | 6.25 | -2.88 | -217% |
| Returns for 5 years | 19.59 | 12.64 | 155% |
| Returns for 10 years | 24.98 | 24.04 | 104% |