Interact to see
Advertisement
Advertisement
BEARX vs DRCVX
BEARX vs DRCVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BEARX vs. DRCVX commentary
Nov 20, 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 Hold and DRCVX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 108M vs. DRCVX (9.64M). BEARX pays higher dividends than DRCVX: BEARX (11.31) vs DRCVX (1.93). BEARX was incepted earlier than DRCVX: BEARX (30 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 : 11.62 vs. BEARX (-8.27). DRCVX return over 5 years is better than : 24.48 vs. BEARX (-44.79).
| 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 | 30 years | 40 years | - |
| Gain YTD | -9.740 | 10.644 | -92% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 108M | 9.64M | 1,120% |
| Annual Yield % from dividends | 11.31 | 1.93 | 585% |
| Returns for 1 year | -8.27 | 11.62 | -71% |
| Returns for 3 years | -33.08 | 25.15 | -131% |
| Returns for 5 years | -44.79 | 24.48 | -183% |
| Returns for 10 years | -75.17 | -38.99 | 193% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement