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BIVSX vs QLERX
BIVSX vs QLERX Comparison
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BIVSX vs QLERX Comparison Chart in %
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BIVSX vs. QLERX commentary
Aug 02, 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 BIVSX is a Hold and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 8.29B vs. BIVSX (855M). BIVSX pays higher dividends than QLERX: BIVSX (2.27) vs QLERX (1.85). BIVSX was incepted earlier than QLERX: BIVSX (7 years) vs QLERX (12 years). QLERX (5.68) is less costly to investors than BIVSX (2.82). QLERX is a more actively managed with annual turnover of: 296.00 vs. BIVSX (197.00). BIVSX (50000000) and QLERX (50000000) have matching initial minimum investment requirements. QLERX (16.61) and BIVSX (15.91) have marching annual gain over last year. QLERX return over 5 years is better than : 172.84 vs. BIVSX (21.20).
| BIVSX | QLERX | BIVSX / QLERX | |
| Total Expense Ratio | 2.80 | 5.68 | 49% |
| Annual Report Gross Expense Ratio | 2.82 | 5.68 | 50% |
| Fund Existence | 7 years | 12 years | - |
| Gain YTD | 6.908 | 0.982 | 703% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000000 | 50000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 855M | 8.29B | 10% |
| Annual Yield % from dividends | 2.27 | 1.85 | 122% |
| Returns for 1 year | 15.91 | 16.61 | 96% |
| Returns for 3 years | -6.48 | 94.81 | -7% |
| Returns for 5 years | 21.20 | 172.84 | 12% |
| Returns for 10 years | N/A | 159.54 | - |
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