Interact to see
Advertisement
Advertisement
BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$14.21
Change-$0.07 (-0.49%)
VolumeN/A
Net Assets261.56M
JPMorgan Investor Conservative Growth I
Price$13.36
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.22B
BERIX vs ONCFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.22B vs. BERIX (262M). BERIX pays higher dividends than ONCFX: BERIX (3.68) vs ONCFX (3.43). BERIX was incepted earlier than ONCFX: BERIX (38 years) vs ONCFX (29 years). ONCFX (0.69) is less costly to investors than BERIX (0.65). BERIX is a more actively managed with annual turnover of: 98.00 vs. ONCFX (11.00). BERIX has a lower initial minimum investment than ONCFX: BERIX (1000) vs ONCFX (1000000). ONCFX IRA initial investment is lower compared to BERIX: ONCFX (1000000) vs BERIX (1000). BERIX annual gain was more profitable for investors over the last year : 10.42 vs. ONCFX (6.56). BERIX return over 5 years is better than : 30.41 vs. ONCFX (15.77).
| BERIX | ONCFX | BERIX / ONCFX | |
| Total Expense Ratio | 0.55 | 0.69 | 80% |
| Annual Report Gross Expense Ratio | 0.65 | 0.69 | 94% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 11.172 | 9.702 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 262M | 4.22B | 6% |
| Annual Yield % from dividends | 3.68 | 3.43 | 107% |
| Returns for 1 year | 10.42 | 6.56 | 159% |
| Returns for 3 years | 34.25 | 26.60 | 129% |
| Returns for 5 years | 30.41 | 15.77 | 193% |
| Returns for 10 years | 45.27 | 34.72 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers