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BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
Carillon Chartwell Real Income I
Price$14.21
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets261.56M
JPMorgan Investor Conservative Growth R6
Price$13.35
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.22B
BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX 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 JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.22B vs. BERIX (262M). BERIX (3.68) and JFLJX (3.67) 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 : 10.42 vs. JFLJX (6.84). BERIX return over 5 years is better than : 30.41 vs. JFLJX (17.18).
| 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 | 11.172 | 9.917 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 4.22B | 6% |
| Annual Yield % from dividends | 3.68 | 3.67 | 100% |
| Returns for 1 year | 10.42 | 6.84 | 152% |
| Returns for 3 years | 34.25 | 27.57 | 124% |
| Returns for 5 years | 30.41 | 17.18 | 177% |
| Returns for 10 years | 45.27 | N/A | - |
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