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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.40
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets261.48M
BlackRock Multi-Asset Income Portfolio K
Price$10.59
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.54B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Dec 26, 2025
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 BKMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.5B vs. BERIX (261M). BKMIX pays higher dividends than BERIX: BKMIX (5.84) vs BERIX (3.82). BERIX was incepted earlier than BKMIX: BERIX (38 years) vs BKMIX (9 years). BERIX (0.65) and BKMIX (0.62) have similar cost to investors . BKMIX (99.00) and BERIX (98.00) have comparable annual turnover. BERIX has a lower initial minimum investment than BKMIX: BERIX (1000) vs BKMIX (5000000). BERIX annual gain was more profitable for investors over the last year : 13.06 vs. BKMIX (10.33). BERIX return over 5 years is better than : 26.18 vs. BKMIX (24.52).
| BERIX | BKMIX | BERIX / BKMIX | |
| Total Expense Ratio | 0.55 | 0.52 | 106% |
| Annual Report Gross Expense Ratio | 0.65 | 0.62 | 105% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 13.058 | 10.281 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 261M | 10.5B | 2% |
| Annual Yield % from dividends | 3.82 | 5.84 | 65% |
| Returns for 1 year | 13.06 | 10.33 | 126% |
| Returns for 3 years | 29.85 | 31.44 | 95% |
| Returns for 5 years | 26.18 | 24.52 | 107% |
| Returns for 10 years | 49.33 | N/A | - |
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