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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$14.74
Change+$0.54 (+3.80%)
VolumeN/A
Net Assets267.76M
JPMorgan Investor Conservative Growth R6
Price$13.25
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX commentary
Feb 05, 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 JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.43B vs. BERIX (268M). BERIX pays higher dividends than JFLJX: BERIX (3.88) vs JFLJX (3.67). BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (9 years). BERIX (0.65) is less costly to investors than JFLJX (0.43). BERIX is a more actively managed with annual turnover of: 98.00 vs. JFLJX (11.00). BERIX has a lower initial minimum investment than JFLJX: BERIX (1000) vs JFLJX (15000000). BERIX annual gain was more profitable for investors over the last year : 13.89 vs. JFLJX (9.09). BERIX return over 5 years is better than : 27.59 vs. JFLJX (13.25).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.55 | 0.43 | 128% |
| Annual Report Gross Expense Ratio | 0.65 | 0.43 | 151% |
| Fund Existence | 38 years | 9 years | - |
| Gain YTD | 2.888 | 1.013 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 268M | 4.43B | 6% |
| Annual Yield % from dividends | 3.88 | 3.67 | 106% |
| Returns for 1 year | 13.89 | 9.09 | 153% |
| Returns for 3 years | 27.46 | 22.97 | 120% |
| Returns for 5 years | 27.59 | 13.25 | 208% |
| Returns for 10 years | 55.11 | N/A | - |
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