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BERCX vs JVMIX
BERCX vs JVMIX Comparison
Open Charts BERCX vs JVMIX
BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Aug 03, 2026
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 BERCX is a StrongBuy and JVMIX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. BERCX (18.9M). BERCX pays higher dividends than JVMIX: BERCX (0.76) vs JVMIX (0.66). BERCX was incepted earlier than JVMIX: BERCX (24 years) vs JVMIX (29 years). BERCX (1.33) is less costly to investors than JVMIX (0.86). JVMIX (48.00) and BERCX (47.00) have comparable annual turnover. BERCX has a lower initial minimum investment than JVMIX: BERCX (1000) vs JVMIX (250000). JVMIX (8.75) and BERCX (8.33) have marching annual gain over last year. JVMIX return over 5 years is better than : 15.79 vs. BERCX (13.77).
| BERCX | JVMIX | BERCX / JVMIX | |
| Total Expense Ratio | 0.90 | 0.85 | 106% |
| Annual Report Gross Expense Ratio | 1.33 | 0.86 | 155% |
| Fund Existence | 24 years | 29 years | - |
| Gain YTD | 12.837 | 14.270 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9M | 23.6B | 0% |
| Annual Yield % from dividends | 0.76 | 0.66 | 115% |
| Returns for 1 year | 8.33 | 8.75 | 95% |
| Returns for 3 years | 9.22 | 18.93 | 49% |
| Returns for 5 years | 13.77 | 15.79 | 87% |
| Returns for 10 years | 33.07 | 62.51 | 53% |
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