JVMSX has more cash in the bank: 23.5B vs. BERDX (17.9M). BERDX pays higher dividends than JVMSX: BERDX (0.83) vs JVMSX (0.34). BERDX was incepted earlier than JVMSX: BERDX (2 years) vs JVMSX (15 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 (5.26) and BERDX (5.14) have marching annual gain over last year.

	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	15 years	-
Gain YTD	11.691	14.573	80%
Front Load	N/A	N/A	-
Min. Initial Investment	1000000	0	-
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	17.9M	23.5B	0%
Annual Yield % from dividends	0.83	0.34	247%
Returns for 1 year	5.14	5.26	98%
Returns for 3 years	N/A	21.95	-
Returns for 5 years	N/A	15.74	-
Returns for 10 years	N/A	57.28	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
FMSHX	28.87	N/A	N/A
Franklin Mutual Shares R6
SPXUX	20.37	N/A	N/A
WisdomTree 500 Digital N/A
FFVOX	32.17	N/A	N/A
Fidelity Advisor Blue Chip Value I
TCGCX	25.12	-0.16	-0.63%
Thornburg Focus Growth C
JMVCX	16.55	-0.12	-0.72%
Janus Henderson Mid Cap Value C