JVMTX has more cash in the bank: 24.3B vs. BERDX (18.8M). BERDX pays higher dividends than JVMTX: BERDX (0.82) vs JVMTX (0.55). BERDX was incepted earlier than JVMTX: BERDX (2 years) vs JVMTX (13 years). BERDX (1.23) is less costly to investors than JVMTX (1.10). JVMTX (48.00) and BERDX (47.00) have comparable annual turnover. JVMTX has a lower initial minimum investment than BERDX: JVMTX (0) vs BERDX (1000000). JVMTX annual gain was more profitable for investors over the last year : 10.52 vs. BERDX (9.18).

	BERDX	JVMTX	BERDX / JVMTX
Total Expense Ratio	0.80	0.99	81%
Annual Report Gross Expense Ratio	1.23	1.10	112%
Fund Existence	2 years	13 years	-
Gain YTD	14.688	17.536	84%
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	0.55	150%
Returns for 1 year	9.18	10.52	87%
Returns for 3 years	N/A	23.87	-
Returns for 5 years	N/A	17.09	-
Returns for 10 years	N/A	62.54	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
CMDJX	13.00	0.15	+1.17%
American Funds U.S. Sm & Md Cp Eq 529-E
LINPX	25.72	N/A	N/A
Lord Abbett International Opp P
USSPX	93.70	N/A	N/A
Victory 500 Index Member
SECIX	48.44	N/A	N/A
NAA Large Cap Value A
FDMLX	12.62	N/A	N/A
Fidelity Series Intrinsic Opps