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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
Sep 10, 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: 4.45B vs. BERIX (262M). BERIX pays higher dividends than JFLJX: BERIX (4.83) vs JFLJX (3.78). 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 : 8.81 vs. JFLJX (4.86). BERIX return over 5 years is better than : 23.64 vs. JFLJX (11.86).
| 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 | 4.582 | 3.837 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 15000000 | 0% |
| Min. Initial Investment IRA | 1000 | N/A | - |
| Net Assets | 262M | 4.45B | 6% |
| Annual Yield % from dividends | 4.83 | 3.78 | 128% |
| Returns for 1 year | 8.81 | 4.86 | 181% |
| Returns for 3 years | 32.53 | 26.82 | 121% |
| Returns for 5 years | 23.64 | 11.86 | 199% |
| Returns for 10 years | 45.57 | N/A | - |
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