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BERIX vs OCGCX
BERIX vs OCGCX Comparison
Open Charts BERIX vs OCGCX
Carillon Chartwell Real Income I
Price$14.74
Change+$0.54 (+3.80%)
VolumeN/A
Net Assets267.76M
JPMorgan Investor Conservative Growth C
Price$13.07
Change-$0.05 (-0.38%)
VolumeN/A
Net Assets4.43B
BERIX vs OCGCX Comparison Chart in %
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BERIX vs. OCGCX 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 OCGCX is a Hold.
FUNDAMENTALS
Fundamentals
OCGCX has more cash in the bank: 4.43B vs. BERIX (268M). BERIX pays higher dividends than OCGCX: BERIX (3.88) vs OCGCX (2.74). BERIX was incepted earlier than OCGCX: BERIX (38 years) vs OCGCX (29 years). OCGCX (1.42) 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 : 13.89 vs. OCGCX (8.13). BERIX return over 5 years is better than : 27.59 vs. OCGCX (7.97).
| BERIX | OCGCX | BERIX / OCGCX | |
| Total Expense Ratio | 0.55 | 1.42 | 39% |
| Annual Report Gross Expense Ratio | 0.65 | 1.42 | 46% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 2.888 | 0.940 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 500 | 200% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 268M | 4.43B | 6% |
| Annual Yield % from dividends | 3.88 | 2.74 | 141% |
| Returns for 1 year | 13.89 | 8.13 | 171% |
| Returns for 3 years | 27.46 | 19.43 | 141% |
| Returns for 5 years | 27.59 | 7.97 | 346% |
| Returns for 10 years | 55.11 | 33.77 | 163% |
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