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BASIX vs PUBRX
BASIX vs PUBRX Comparison
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BASIX vs PUBRX Comparison Chart in %
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BASIX vs. PUBRX commentary
Aug 04, 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 BASIX is a Hold and PUBRX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 48.4B vs. PUBRX (2.2B). PUBRX pays higher dividends than BASIX: PUBRX (4.92) vs BASIX (4.50). BASIX was incepted earlier than PUBRX: BASIX (19 years) vs PUBRX (18 years). PUBRX (1.49) is less costly to investors than BASIX (0.99). BASIX is a more actively managed with annual turnover of: 1006.00 vs. PUBRX (824.00). PUBRX has a lower initial minimum investment than BASIX: PUBRX (0) vs BASIX (1000). PUBRX annual gain was more profitable for investors over the last year : 5.20 vs. BASIX (4.25). PUBRX (13.63) and BASIX (13.05) have equivalent 5 years return.
| BASIX | PUBRX | BASIX / PUBRX | |
| Total Expense Ratio | 0.98 | 1.44 | 68% |
| Annual Report Gross Expense Ratio | 0.99 | 1.49 | 66% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.185 | 0.785 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.4B | 2.2B | 2,200% |
| Annual Yield % from dividends | 4.50 | 4.92 | 91% |
| Returns for 1 year | 4.25 | 5.20 | 82% |
| Returns for 3 years | 19.67 | 21.04 | 93% |
| Returns for 5 years | 13.05 | 13.63 | 96% |
| Returns for 10 years | 38.17 | 37.53 | 102% |
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