BEARX
Price
$4.79
Change
-$0.04 (-0.83%)
Updated
May 8 closing price
Net Assets
124.89M
GRZZX
Price
$5.67
Change
+$0.01 (+0.18%)
Updated
May 9 closing price
Net Assets
41.76M
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BEARX vs GRZZX

Header iconBEARX vs GRZZX Comparison
Open Charts BEARX vs GRZZXBanner chart's image
Federated Hermes Prudent Bear A
Price$4.79
Change-$0.04 (-0.83%)
VolumeN/A
Net Assets124.89M
Leuthold Grizzly Short Fund
Price$5.67
Change+$0.01 (+0.18%)
VolumeN/A
Net Assets41.76M
BEARX vs GRZZX Comparison Chart
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BEARX vs. GRZZX commentary
May 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 StrongBuy and GRZZX is a Buy.

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FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 125M vs. GRZZX (41.8M). BEARX pays higher dividends than GRZZX: BEARX (9.39) vs GRZZX (8.88). BEARX was incepted earlier than GRZZX: BEARX (29 years) vs GRZZX (25 years). GRZZX (3.04) is less costly to investors than BEARX (2.72). BEARX is a more actively managed with annual turnover of: 140.00 vs. GRZZX (0.00). BEARX has a lower initial minimum investment than GRZZX: BEARX (1500) vs GRZZX (10000). GRZZX IRA initial investment is lower compared to BEARX: GRZZX (1000) vs BEARX (250). GRZZX annual gain was more profitable for investors over the last year : -1.78 vs. BEARX (-3.74). BEARX (-50.24) and GRZZX (-52.31) have equivalent 5 years return.
BEARXGRZZXBEARX / GRZZX
Total Expense Ratio2.613.0486%
Annual Report Gross Expense Ratio2.723.0489%
Fund Existence29 years25 years-
Gain YTD4.5455.32885%
Front Load6%N/A-
Min. Initial Investment15001000015%
Min. Initial Investment IRA250100025%
Net Assets125M41.8M299%
Annual Yield % from dividends9.398.88106%
Returns for 1 year-3.74-1.78210%
Returns for 3 years-23.76-21.70109%
Returns for 5 years-50.24-52.3196%
Returns for 10 years-70.97-73.9796%
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