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BEARX vs RDMIX
BEARX vs RDMIX Comparison Chart in %
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BEARX vs. RDMIX commentary
Jul 16, 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 RDMIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 102M vs. RDMIX (47.4M). BEARX pays higher dividends than RDMIX: BEARX (10.49) vs RDMIX (4.66). BEARX was incepted earlier than RDMIX: BEARX (30 years) vs RDMIX (9 years). BEARX (2.72) is less costly to investors than RDMIX (2.23). BEARX is a more actively managed with annual turnover of: 140.00 vs. RDMIX (0.00). RDMIX has a lower initial minimum investment than BEARX: RDMIX (1000) vs BEARX (1500). RDMIX (-7.73) and BEARX (-7.91) have marching annual gain over last year. RDMIX return over 5 years is better than : 8.00 vs. BEARX (-50.15).
| BEARX | RDMIX | BEARX / RDMIX | |
| Total Expense Ratio | 2.61 | 2.01 | 130% |
| Annual Report Gross Expense Ratio | 2.72 | 2.23 | 122% |
| Fund Existence | 30 years | 9 years | - |
| Gain YTD | -6.494 | -4.329 | 150% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 102M | 47.4M | 215% |
| Annual Yield % from dividends | 10.49 | 4.66 | 225% |
| Returns for 1 year | -7.91 | -7.73 | 102% |
| Returns for 3 years | -33.41 | -14.91 | 224% |
| Returns for 5 years | -50.15 | 8.00 | -627% |
| Returns for 10 years | -74.03 | N/A | - |
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