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BEARX vs RYCDX
BEARX vs RYCDX Comparison Chart in %
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BEARX vs. RYCDX commentary
Oct 19, 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 BEARX is a Hold and RYCDX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 102M vs. RYCDX (12.1M). BEARX (11.18) and RYCDX (10.90) have matching dividends . BEARX was incepted earlier than RYCDX: BEARX (30 years) vs RYCDX (25 years). RYCDX (2.73) and BEARX (2.72) have similar cost to investors . BEARX has a lower initial minimum investment than RYCDX: BEARX (1500) vs RYCDX (2500). RYCDX IRA initial investment is lower compared to BEARX: RYCDX (1000) vs BEARX (250). BEARX annual gain was more profitable for investors over the last year : -9.44 vs. RYCDX (-42.58). BEARX return over 5 years is better than : -46.63 vs. RYCDX (-88.06).
| BEARX | RYCDX | BEARX / RYCDX | |
| Total Expense Ratio | 2.61 | 2.63 | 99% |
| Annual Report Gross Expense Ratio | 2.72 | 2.73 | 100% |
| Fund Existence | 30 years | 25 years | - |
| Gain YTD | -10.173 | -33.550 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 2500 | 60% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 102M | 12.1M | 843% |
| Annual Yield % from dividends | 11.18 | 10.90 | 103% |
| Returns for 1 year | -9.44 | -42.58 | 22% |
| Returns for 3 years | -38.02 | -83.61 | 45% |
| Returns for 5 years | -46.63 | -88.06 | 53% |
| Returns for 10 years | -76.41 | -99.22 | 77% |
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