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BERIX vs OICAX
BERIX vs OICAX Comparison
Open Charts BERIX vs OICAX
Carillon Chartwell Real Income I
Price$14.74
Change+$0.54 (+3.80%)
VolumeN/A
Net Assets267.76M
JPMorgan Investor Conservative Growth A
Price$13.15
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
BERIX vs OICAX Comparison Chart in %
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BERIX vs. OICAX commentary
Feb 04, 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 OICAX is a Hold.
FUNDAMENTALS
Fundamentals
OICAX has more cash in the bank: 4.43B vs. BERIX (268M). BERIX pays higher dividends than OICAX: BERIX (3.88) vs OICAX (3.21). BERIX was incepted earlier than OICAX: BERIX (38 years) vs OICAX (29 years). OICAX (0.93) is less costly to investors than BERIX (0.65). BERIX is a more actively managed with annual turnover of: 98.00 vs. OICAX (11.00). OICAX has a lower initial minimum investment than BERIX: OICAX (500) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 13.89 vs. OICAX (8.66). BERIX return over 5 years is better than : 27.59 vs. OICAX (10.60).
| BERIX | OICAX | BERIX / OICAX | |
| Total Expense Ratio | 0.55 | 0.93 | 59% |
| Annual Report Gross Expense Ratio | 0.65 | 0.93 | 70% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 2.888 | 0.978 | 295% |
| Front Load | N/A | 5% | - |
| 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 | 3.21 | 121% |
| Returns for 1 year | 13.89 | 8.66 | 160% |
| Returns for 3 years | 27.46 | 21.17 | 130% |
| Returns for 5 years | 27.59 | 10.60 | 260% |
| Returns for 10 years | 55.11 | 40.71 | 135% |
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