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BERIX vs ONCFX
BERIX vs ONCFX Comparison
Open Charts BERIX vs ONCFX
Carillon Chartwell Real Income I
Price$14.74
Change+$0.54 (+3.80%)
VolumeN/A
Net Assets267.76M
JPMorgan Investor Conservative Growth I
Price$13.26
Change-$0.06 (-0.45%)
VolumeN/A
Net Assets4.43B
BERIX vs ONCFX Comparison Chart in %
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BERIX vs. ONCFX 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 ONCFX is a Hold.
FUNDAMENTALS
Fundamentals
ONCFX has more cash in the bank: 4.43B vs. BERIX (268M). BERIX pays higher dividends than ONCFX: BERIX (3.88) vs ONCFX (3.43). BERIX was incepted earlier than ONCFX: BERIX (38 years) vs ONCFX (29 years). ONCFX (0.67) and BERIX (0.65) have similar cost to investors . 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 : 13.89 vs. ONCFX (8.83). BERIX return over 5 years is better than : 27.59 vs. ONCFX (11.91).
| BERIX | ONCFX | BERIX / ONCFX | |
| Total Expense Ratio | 0.55 | 0.67 | 82% |
| Annual Report Gross Expense Ratio | 0.65 | 0.67 | 97% |
| Fund Existence | 38 years | 29 years | - |
| Gain YTD | 2.888 | 0.991 | 291% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | 1000 | 1000000 | 0% |
| Net Assets | 268M | 4.43B | 6% |
| Annual Yield % from dividends | 3.88 | 3.43 | 113% |
| Returns for 1 year | 13.89 | 8.83 | 157% |
| Returns for 3 years | 27.46 | 22.06 | 124% |
| Returns for 5 years | 27.59 | 11.91 | 232% |
| Returns for 10 years | 55.11 | 44.28 | 124% |
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