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BEARX vs DRCVX
BEARX vs DRCVX Comparison Chart
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BEARX vs. DRCVX commentary
Apr 03, 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: 121M vs. DRCVX (7.63M). BEARX pays higher dividends than DRCVX: BEARX (9.41) vs DRCVX (2.06). BEARX was incepted earlier than DRCVX: BEARX (29 years) vs DRCVX (40 years). DRCVX (3.56) is less costly to investors than BEARX (2.72). DRCVX is a more actively managed with annual turnover of: 271.00 vs. BEARX (140.00). 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 : 6.74 vs. BEARX (-0.96). DRCVX return over 5 years is better than : 17.39 vs. BEARX (-56.69).
| BEARX | DRCVX | BEARX / DRCVX | |
| Total Expense Ratio | 2.61 | 0.00 | - |
| Annual Report Gross Expense Ratio | 2.72 | 3.56 | 76% |
| Fund Existence | 29 years | 40 years | - |
| Gain YTD | 5.628 | 3.218 | 175% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 121M | 7.63M | 1,585% |
| Annual Yield % from dividends | 9.41 | 2.06 | 456% |
| Returns for 1 year | -0.96 | 6.74 | -14% |
| Returns for 3 years | -12.33 | 17.71 | -70% |
| Returns for 5 years | -56.69 | 17.39 | -326% |
| Returns for 10 years | -71.88 | -45.03 | 160% |
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