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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.74
Change+$0.54 (+3.80%)
VolumeN/A
Net Assets267.76M
BlackRock Multi-Asset Income Portfolio K
Price$10.68
Change+$0.10 (+0.95%)
VolumeN/A
Net Assets10.66B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Feb 04, 2026
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 BKMIX is a Hold.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.7B vs. BERIX (268M). BKMIX pays higher dividends than BERIX: BKMIX (5.87) vs BERIX (3.88). 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 : 13.89 vs. BKMIX (10.45). BERIX return over 5 years is better than : 27.59 vs. BKMIX (24.18).
| 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 | 2.888 | 1.613 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 268M | 10.7B | 3% |
| Annual Yield % from dividends | 3.88 | 5.87 | 66% |
| Returns for 1 year | 13.89 | 10.45 | 133% |
| Returns for 3 years | 27.46 | 27.40 | 100% |
| Returns for 5 years | 27.59 | 24.18 | 114% |
| Returns for 10 years | 55.11 | N/A | - |
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