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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
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 JVMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. BERCX (18.9M). BERCX (0.76) and JVMRX (0.75) 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). JVMRX annual gain was more profitable for investors over the last year : 8.86 vs. BERCX (8.33). JVMRX return over 5 years is better than : 16.31 vs. BERCX (13.77).
| 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 | 12.837 | 14.348 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.9M | 23.6B | 0% |
| Annual Yield % from dividends | 0.76 | 0.75 | 101% |
| Returns for 1 year | 8.33 | 8.86 | 94% |
| Returns for 3 years | 9.22 | 19.29 | 48% |
| Returns for 5 years | 13.77 | 16.31 | 84% |
| Returns for 10 years | 33.07 | 63.73 | 52% |
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