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BEARX vs RYCDX
BEARX vs RYCDX Comparison Chart in %
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BEARX vs. RYCDX commentary
Sep 15, 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 RYCDX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 103M vs. RYCDX (14.4M). BEARX pays higher dividends than RYCDX: BEARX (10.86) vs RYCDX (9.86). BEARX was incepted earlier than RYCDX: BEARX (30 years) vs RYCDX (25 years). RYCDX (2.73) and BEARX (2.72) have similar cost to investors . BEARX has a lower initial minimum investment than RYCDX: BEARX (1500) vs RYCDX (2500). RYCDX IRA initial investment is lower compared to BEARX: RYCDX (1000) vs BEARX (250). BEARX annual gain was more profitable for investors over the last year : -12.51 vs. RYCDX (-43.32). BEARX return over 5 years is better than : -49.18 vs. RYCDX (-89.20).
| BEARX | RYCDX | BEARX / RYCDX | |
| Total Expense Ratio | 2.61 | 2.63 | 99% |
| Annual Report Gross Expense Ratio | 2.72 | 2.73 | 100% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -9.957 | -29.586 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 103M | 14.4M | 715% |
| Annual Yield % from dividends | 10.86 | 9.86 | 110% |
| Returns for 1 year | -12.51 | -43.32 | 29% |
| Returns for 3 years | -34.00 | -80.20 | 42% |
| Returns for 5 years | -49.18 | -89.20 | 55% |
| Returns for 10 years | -76.03 | -99.21 | 77% |
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