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BIVIX vs QLERX
BIVIX vs QLERX Comparison
Open Charts BIVIX vs QLERX
BIVIX vs QLERX Comparison Chart
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BIVIX vs. QLERX commentary
Apr 18, 2025
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 BIVIX is a Hold and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 3.62B vs. BIVIX (1.05B). QLERX pays higher dividends than BIVIX: QLERX (6.55) vs BIVIX (3.82). BIVIX was incepted earlier than QLERX: BIVIX (8 years) vs QLERX (11 years). QLERX (4.85) is less costly to investors than BIVIX (3.08). QLERX is a more actively managed with annual turnover of: 362.00 vs. BIVIX (170.00). BIVIX has a lower initial minimum investment than QLERX: BIVIX (50000) vs QLERX (50000000). QLERX annual gain was more profitable for investors over the last year : 22.23 vs. BIVIX (-7.26). QLERX return over 5 years is better than : 160.61 vs. BIVIX (73.32).
| BIVIX | QLERX | BIVIX / QLERX | |
| Total Expense Ratio | 3.08 | 4.83 | 64% |
| Annual Report Gross Expense Ratio | 3.08 | 4.85 | 64% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | -4.217 | 7.478 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 3.62B | 29% |
| Annual Yield % from dividends | 3.82 | 6.55 | 58% |
| Returns for 1 year | -7.26 | 22.23 | -33% |
| Returns for 3 years | -24.49 | 79.41 | -31% |
| Returns for 5 years | 73.32 | 160.61 | 46% |
| Returns for 10 years | N/A | 145.92 | - |