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BERIX vs BKMIX
BERIX vs BKMIX Comparison
Open Charts BERIX vs BKMIX
Carillon Chartwell Real Income I
Price$14.30
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets263.11M
BlackRock Multi-Asset Income Portfolio K
Price$10.63
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets10.59B
BERIX vs BKMIX Comparison Chart in %
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BERIX vs. BKMIX commentary
Dec 05, 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 Buy and BKMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BKMIX has more cash in the bank: 10.6B vs. BERIX (263M). 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 . 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 : 10.69 vs. BKMIX (8.39). BERIX (25.86) and BKMIX (25.33) 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 | 12.273 | 10.697 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 263M | 10.6B | 2% |
| Annual Yield % from dividends | 3.82 | 5.84 | 65% |
| Returns for 1 year | 10.69 | 8.39 | 127% |
| Returns for 3 years | 26.20 | 29.51 | 89% |
| Returns for 5 years | 25.86 | 25.33 | 102% |
| Returns for 10 years | 47.38 | N/A | - |
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| Australian Dollar - China Yuan | |||
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