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BEARX vs DRCVX
BEARX vs DRCVX Comparison Chart in %
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BEARX vs. DRCVX commentary
Sep 10, 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 Buy and DRCVX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 103M vs. DRCVX (9.13M). BEARX pays higher dividends than DRCVX: BEARX (10.86) vs DRCVX (1.95). 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 : 12.83 vs. BEARX (-14.19). DRCVX return over 5 years is better than : 22.71 vs. BEARX (-47.36).
| 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 | -8.658 | 9.653 | -90% |
| Front Load | 6% | 6% | 96% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 103M | 9.13M | 1,128% |
| Annual Yield % from dividends | 10.86 | 1.95 | 558% |
| Returns for 1 year | -14.19 | 12.83 | -111% |
| Returns for 3 years | -30.67 | 23.04 | -133% |
| Returns for 5 years | -47.36 | 22.71 | -209% |
| Returns for 10 years | -75.90 | -44.02 | 172% |
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