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BERIX vs JFLJX
BERIX vs JFLJX Comparison
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BERIX vs JFLJX Comparison Chart in %
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BERIX vs. JFLJX commentary
Jul 14, 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 BERIX is a Hold and JFLJX is a Hold.
FUNDAMENTALS
Fundamentals
JFLJX has more cash in the bank: 4.44B vs. BERIX (259M). BERIX pays higher dividends than JFLJX: BERIX (4.16) vs JFLJX (3.64). BERIX was incepted earlier than JFLJX: BERIX (39 years) vs JFLJX (9 years). BERIX (0.58) is less costly to investors than JFLJX (0.43). BERIX is a more actively managed with annual turnover of: 49.00 vs. JFLJX (11.00). BERIX has a lower initial minimum investment than JFLJX: BERIX (1000) vs JFLJX (15000000). BERIX annual gain was more profitable for investors over the last year : 9.79 vs. JFLJX (7.90). BERIX return over 5 years is better than : 21.82 vs. JFLJX (12.49).
| BERIX | JFLJX | BERIX / JFLJX | |
| Total Expense Ratio | 0.55 | 0.43 | 128% |
| Annual Report Gross Expense Ratio | 0.58 | 0.43 | 135% |
| Fund Existence | 39 years | 9 years | - |
| Gain YTD | 2.508 | 3.787 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 259M | 4.44B | 6% |
| Annual Yield % from dividends | 4.16 | 3.64 | 114% |
| Returns for 1 year | 9.79 | 7.90 | 124% |
| Returns for 3 years | 27.78 | 24.85 | 112% |
| Returns for 5 years | 21.82 | 12.49 | 175% |
| Returns for 10 years | 43.73 | N/A | - |
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