Interact to see
Advertisement
Advertisement
BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$14.21
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets261.56M
JPMorgan Investor Conservative Growth C
Price$13.17
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.22B
BERIX vs OCGCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. OCGCX 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 OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.22B vs. BERIX (262M). BERIX pays higher dividends than OCGCX: BERIX (3.68) vs OCGCX (2.77). BERIX was incepted earlier than OCGCX: BERIX (38 years) vs OCGCX (28 years). OCGCX (1.44) is less costly to investors than BERIX (0.65). BERIX is a more actively managed with annual turnover of: 98.00 vs. OCGCX (11.00). OCGCX has a lower initial minimum investment than BERIX: OCGCX (500) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 10.42 vs. OCGCX (5.78). BERIX return over 5 years is better than : 30.41 vs. OCGCX (11.58).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | 0.55 | 1.44 | 38% |
| Annual Report Gross Expense Ratio | 0.65 | 1.44 | 45% |
| Fund Existence | 38 years | 28 years | - |
| Gain YTD | 11.172 | 9.147 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 4.22B | 6% |
| Annual Yield % from dividends | 3.68 | 2.77 | 133% |
| Returns for 1 year | 10.42 | 5.78 | 180% |
| Returns for 3 years | 34.25 | 23.80 | 144% |
| Returns for 5 years | 30.41 | 11.58 | 263% |
| Returns for 10 years | 45.27 | 24.79 | 183% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers