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BERCX vs JVMRX
BERCX vs JVMRX Comparison
Open Charts BERCX vs JVMRX
BERCX vs JVMRX Comparison Chart in %
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BERCX vs. JVMRX commentary
Jun 24, 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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. BERCX (18.7M). JVMRX (0.81) and BERCX (0.78) have matching dividends . BERCX was incepted earlier than JVMRX: BERCX (24 years) vs JVMRX (15 years). BERCX (1.33) is less costly to investors than JVMRX (0.75). JVMRX (48.00) and BERCX (47.00) have comparable annual turnover. BERCX has a lower initial minimum investment than JVMRX: BERCX (1000) vs JVMRX (1000000). BERCX annual gain was more profitable for investors over the last year : 9.97 vs. JVMRX (8.08). BERCX return over 5 years is better than : 13.99 vs. JVMRX (11.43).
| BERCX | JVMRX | BERCX / JVMRX | |
| Total Expense Ratio | 0.90 | 0.74 | 122% |
| Annual Report Gross Expense Ratio | 1.33 | 0.75 | 177% |
| Fund Existence | 24 years | 15 years | - |
| Gain YTD | 11.278 | 8.922 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.7M | 22.9B | 0% |
| Annual Yield % from dividends | 0.78 | 0.81 | 97% |
| Returns for 1 year | 9.97 | 8.08 | 123% |
| Returns for 3 years | 14.31 | 21.91 | 65% |
| Returns for 5 years | 13.99 | 11.43 | 122% |
| Returns for 10 years | 41.22 | 65.14 | 63% |
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