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BEARX vs JDIEX
BEARX vs JDIEX Comparison Chart
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BEARX vs. JDIEX commentary
May 02, 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 JDIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JDIEX has more cash in the bank: 195M vs. BEARX (128M). BEARX pays higher dividends than JDIEX: BEARX (9.39) vs JDIEX (0.10). BEARX was incepted earlier than JDIEX: BEARX (29 years) vs JDIEX (10 years). BEARX (2.72) is less costly to investors than JDIEX (1.72). BEARX is a more actively managed with annual turnover of: 140.00 vs. JDIEX (28.00). BEARX has a lower initial minimum investment than JDIEX: BEARX (1500) vs JDIEX (100000). JDIEX annual gain was more profitable for investors over the last year : 11.10 vs. BEARX (-4.96). JDIEX return over 5 years is better than : 53.96 vs. BEARX (-51.77).
| BEARX | JDIEX | BEARX / JDIEX | |
| Total Expense Ratio | 2.61 | 1.41 | 185% |
| Annual Report Gross Expense Ratio | 2.72 | 1.72 | 158% |
| Fund Existence | 29 years | 10 years | - |
| Gain YTD | 5.844 | -1.270 | -460% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 100000 | 2% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 128M | 195M | 66% |
| Annual Yield % from dividends | 9.39 | 0.10 | 9,825% |
| Returns for 1 year | -4.96 | 11.10 | -45% |
| Returns for 3 years | -20.29 | 32.99 | -62% |
| Returns for 5 years | -51.77 | 53.96 | -96% |
| Returns for 10 years | -70.89 | N/A | - |
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