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BIVIX vs QLERX
BIVIX vs QLERX Comparison
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BIVIX vs QLERX Comparison Chart in %
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BIVIX vs. QLERX commentary
Sep 08, 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 Buy and QLERX is a Hold.
FUNDAMENTALS
Fundamentals
QLERX has more cash in the bank: 5.79B vs. BIVIX (1.09B). QLERX pays higher dividends than BIVIX: QLERX (5.92) vs BIVIX (3.74). BIVIX was incepted earlier than QLERX: BIVIX (8 years) vs QLERX (11 years). QLERX (5.23) is less costly to investors than BIVIX (3.17). 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 : 29.74 vs. BIVIX (6.40). QLERX return over 5 years is better than : 191.14 vs. BIVIX (75.64).
| BIVIX | QLERX | BIVIX / QLERX | |
| Total Expense Ratio | 3.17 | 5.23 | 61% |
| Annual Report Gross Expense Ratio | 3.17 | 5.23 | 61% |
| Fund Existence | 8 years | 11 years | - |
| Gain YTD | 7.048 | 20.828 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 50000 | 50000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 5.79B | 19% |
| Annual Yield % from dividends | 3.74 | 5.92 | 63% |
| Returns for 1 year | 6.40 | 29.74 | 22% |
| Returns for 3 years | -15.68 | 110.22 | -14% |
| Returns for 5 years | 75.64 | 191.14 | 40% |
| Returns for 10 years | N/A | 167.60 | - |
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