JVMSX has more cash in the bank: 24.3B vs. BERDX (18.8M). BERDX pays higher dividends than JVMSX: BERDX (0.82) vs JVMSX (0.34). BERDX was incepted earlier than JVMSX: BERDX (2 years) vs JVMSX (14 years). JVMSX (1.25) and BERDX (1.23) have similar cost to investors . JVMSX (48.00) and BERDX (47.00) have comparable annual turnover. JVMSX has a lower initial minimum investment than BERDX: JVMSX (0) vs BERDX (1000000). JVMSX annual gain was more profitable for investors over the last year : 10.22 vs. BERDX (9.18).

	BERDX	JVMSX	BERDX / JVMSX
Total Expense Ratio	0.80	1.24	65%
Annual Report Gross Expense Ratio	1.23	1.25	98%
Fund Existence	2 years	14 years	-
Gain YTD	14.688	17.356	85%
Front Load	N/A	N/A	-
Min. Initial Investment	1000000	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	18.8M	24.3B	0%
Annual Yield % from dividends	0.82	0.34	242%
Returns for 1 year	9.18	10.22	90%
Returns for 3 years	N/A	22.78	-
Returns for 5 years	N/A	15.81	-
Returns for 10 years	N/A	59.46	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
LAIEX	24.86	N/A	N/A
Lord Abbett International Opp A
USPRX	93.79	N/A	N/A
Victory 500 Index Reward
EATVX	53.67	N/A	N/A
Eaton Vance Tx-Mgd Value A
STFBX	104.81	N/A	N/A
State Farm Balanced
GILCX	47.20	N/A	N/A
NAA Large Cap Value Institutional