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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
Sep 13, 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 Hold and JVMIX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. BERCX (17.4M). BERCX pays higher dividends than JVMIX: BERCX (0.77) vs JVMIX (0.65). 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 annual gain was more profitable for investors over the last year : 2.36 vs. BERCX (0.05). JVMIX return over 5 years is better than : 16.01 vs. BERCX (8.48).
| 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 | 6.839 | 13.178 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.4M | 23.2B | 0% |
| Annual Yield % from dividends | 0.77 | 0.65 | 118% |
| Returns for 1 year | 0.05 | 2.36 | 2% |
| Returns for 3 years | 11.42 | 21.56 | 53% |
| Returns for 5 years | 8.48 | 16.01 | 53% |
| Returns for 10 years | 27.63 | 60.41 | 46% |
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