Interact to see
Advertisement
Advertisement
BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.21
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets261.56M
BlackRock Multi-Asset Income Portfolio K
Price$10.60
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.57B
BERIX vs BKMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. BKMIX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. BERIX (262M). BKMIX pays higher dividends than BERIX: BKMIX (5.77) vs BERIX (3.68). 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 . BERIX is a more actively managed with annual turnover of: 98.00 vs. BKMIX (83.00). 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 : 10.42 vs. BKMIX (8.18). BERIX (30.41) and BKMIX (29.48) have equivalent 5 years return.
| 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 | 11.172 | 9.849 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 10.6B | 2% |
| Annual Yield % from dividends | 3.68 | 5.77 | 64% |
| Returns for 1 year | 10.42 | 8.18 | 127% |
| Returns for 3 years | 34.25 | 36.80 | 93% |
| Returns for 5 years | 30.41 | 29.48 | 103% |
| Returns for 10 years | 45.27 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers