Interact to see
Advertisement
Advertisement
BERIX vs JFLJX
BERIX vs JFLJX Comparison
Open Charts BERIX vs JFLJX
BERIX vs JFLJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BERIX vs. JFLJX commentary
Jun 23, 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: 4.35B vs. BERIX (260M). JFLJX pays higher dividends than BERIX: JFLJX (3.67) vs BERIX (3.47). 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 (10.14) and JFLJX (9.79) have marching annual gain over last year. BERIX return over 5 years is better than : 22.45 vs. JFLJX (13.59).
| 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 | 2.361 | 3.910 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 260M | 4.35B | 6% |
| Annual Yield % from dividends | 3.47 | 3.67 | 95% |
| Returns for 1 year | 10.14 | 9.79 | 104% |
| Returns for 3 years | 29.48 | 26.67 | 111% |
| Returns for 5 years | 22.45 | 13.59 | 165% |
| Returns for 10 years | 48.11 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers