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BEARX vs DRCVX
BEARX vs DRCVX Comparison Chart in %
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BEARX vs. DRCVX commentary
Jun 21, 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 Buy.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 112M vs. DRCVX (8.35M). BEARX pays higher dividends than DRCVX: BEARX (10.03) vs DRCVX (2.03). 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 : 11.56 vs. BEARX (-5.81). DRCVX return over 5 years is better than : 17.06 vs. BEARX (-50.77).
| 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 | -1.948 | 5.446 | -36% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 112M | 8.35M | 1,341% |
| Annual Yield % from dividends | 10.03 | 2.03 | 493% |
| Returns for 1 year | -5.81 | 11.56 | -50% |
| Returns for 3 years | -32.18 | 23.60 | -136% |
| Returns for 5 years | -50.77 | 17.06 | -298% |
| Returns for 10 years | -72.38 | -40.28 | 180% |
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