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BEARX vs DRCVX
BEARX vs DRCVX Comparison Chart
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BEARX vs. DRCVX commentary
May 24, 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 BEARX is a StrongBuy and DRCVX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 114M vs. DRCVX (7.73M). BEARX pays higher dividends than DRCVX: BEARX (9.39) vs DRCVX (2.07). BEARX was incepted earlier than DRCVX: BEARX (29 years) vs DRCVX (40 years). DRCVX (5.37) is less costly to investors than BEARX (2.72). BEARX is a more actively managed with annual turnover of: 140.00 vs. DRCVX (133.00). DRCVX (6%) and BEARX (6%) have equivalent initial investment costs. DRCVX has a lower initial minimum investment than BEARX: DRCVX (1000) vs BEARX (1500). BEARX (250) and DRCVX (250) have similar IRA initial investment minimum. DRCVX annual gain was more profitable for investors over the last year : 8.61 vs. BEARX (-5.10). DRCVX return over 5 years is better than : 17.95 vs. BEARX (-51.41).
| BEARX | DRCVX | BEARX / DRCVX | |
| Total Expense Ratio | 2.61 | 0.01 | 26,100% |
| Annual Report Gross Expense Ratio | 2.72 | 5.37 | 51% |
| Fund Existence | 29 years | 40 years | - |
| Gain YTD | 0.649 | 3.713 | 17% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 114M | 7.73M | 1,475% |
| Annual Yield % from dividends | 9.39 | 2.07 | 453% |
| Returns for 1 year | -5.10 | 8.61 | -59% |
| Returns for 3 years | -26.97 | 20.23 | -133% |
| Returns for 5 years | -51.41 | 17.95 | -286% |
| Returns for 10 years | -71.92 | -41.97 | 171% |
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