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BIVSX vs QLERX
BIVSX vs QLERX Comparison
Open Charts BIVSX vs QLERX
Invenomic Super Institutional
Price$16.99
Change+$0.17 (+1.01%)
VolumeN/A
Net Assets1.06B
BIVSX vs QLERX Comparison Chart
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BIVSX vs. QLERX commentary
Apr 12, 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 BIVSX is a Hold and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 3.47B vs. BIVSX (1.06B). QLERX pays higher dividends than BIVSX: QLERX (6.55) vs BIVSX (4.06). BIVSX was incepted earlier than QLERX: BIVSX (6 years) vs QLERX (11 years). QLERX (4.85) is less costly to investors than BIVSX (2.83). QLERX is a more actively managed with annual turnover of: 362.00 vs. BIVSX (170.00). BIVSX (50000000) and QLERX (50000000) have matching initial minimum investment requirements. QLERX annual gain was more profitable for investors over the last year : 18.15 vs. BIVSX (-7.52). QLERX return over 5 years is better than : 155.76 vs. BIVSX (71.58).
| BIVSX | QLERX | BIVSX / QLERX | |
| Total Expense Ratio | 2.83 | 4.83 | 59% |
| Annual Report Gross Expense Ratio | 2.83 | 4.85 | 58% |
| Fund Existence | 6 years | 11 years | - |
| Gain YTD | -4.160 | 5.253 | -79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 50000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 3.47B | 30% |
| Annual Yield % from dividends | 4.06 | 6.55 | 62% |
| Returns for 1 year | -7.52 | 18.15 | -41% |
| Returns for 3 years | -22.98 | 76.98 | -30% |
| Returns for 5 years | 71.58 | 155.76 | 46% |
| Returns for 10 years | N/A | 140.40 | - |
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