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BERCX vs JVMIX
BERCX vs JVMIX Comparison
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BERCX vs JVMIX Comparison Chart in %
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BERCX vs. JVMIX commentary
Aug 23, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. BERCX (18.6M). 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 annual gain was more profitable for investors over the last year : 10.63 vs. BERCX (8.20). JVMIX return over 5 years is better than : 20.35 vs. BERCX (15.34).
| 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 | 13.797 | 17.364 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.6M | 24.1B | 0% |
| Annual Yield % from dividends | 0.76 | 0.66 | 115% |
| Returns for 1 year | 8.20 | 10.63 | 77% |
| Returns for 3 years | 18.32 | 27.91 | 66% |
| Returns for 5 years | 15.34 | 20.35 | 75% |
| Returns for 10 years | 30.26 | 62.83 | 48% |
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