Interact to see
Advertisement
Advertisement
BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$14.30
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets263.11M
JPMorgan Investor Conservative Growth R6
Price$13.38
Change+$0.03 (+0.22%)
VolumeN/A
Net Assets4.27B
BERIX vs JFLJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. JFLJX 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 JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.27B vs. BERIX (263M). BERIX (3.82) and JFLJX (3.65) have matching dividends . BERIX was incepted earlier than JFLJX: BERIX (38 years) vs JFLJX (8 years). BERIX (0.65) is less costly to investors than JFLJX (0.44). 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 : 10.69 vs. JFLJX (6.52). BERIX return over 5 years is better than : 25.86 vs. JFLJX (13.73).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.55 | 0.44 | 125% |
| Annual Report Gross Expense Ratio | 0.65 | 0.44 | 148% |
| Fund Existence | 38 years | 8 years | - |
| Gain YTD | 12.273 | 10.452 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 263M | 4.27B | 6% |
| Annual Yield % from dividends | 3.82 | 3.65 | 105% |
| Returns for 1 year | 10.69 | 6.52 | 164% |
| Returns for 3 years | 26.20 | 21.17 | 124% |
| Returns for 5 years | 25.86 | 13.73 | 188% |
| Returns for 10 years | 47.38 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers