BEARX
Price
$4.40
Change
-$0.02 (-0.45%)
Updated
Jun 27 closing price
Net Assets
108.24M
PBRCX
Price
$3.60
Change
-$0.02 (-0.55%)
Updated
Jun 27 closing price
Net Assets
108.24M
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BEARX vs PBRCX

Header iconBEARX vs PBRCX Comparison
Open Charts BEARX vs PBRCXBanner chart's image
Federated Hermes Prudent Bear A
Price$4.40
Change-$0.02 (-0.45%)
VolumeN/A
Net Assets108.24M
Federated Hermes Prudent Bear C
Price$3.60
Change-$0.02 (-0.55%)
VolumeN/A
Net Assets108.24M
BEARX vs PBRCX Comparison Chart in %
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BEARX vs. PBRCX commentary
Jun 29, 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 PBRCX is a Hold.

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FUNDAMENTALS
Fundamentals
BEARX (108M) and PBRCX (108M) have equal amount of cash in the bank . PBRCX pays higher dividends than BEARX: PBRCX (11.33) vs BEARX (10.03). BEARX was incepted earlier than PBRCX: BEARX (30 years) vs PBRCX (26 years). PBRCX (3.47) is less costly to investors than BEARX (2.72). BEARX (140.00) and PBRCX (140.00) have comparable annual turnover. BEARX (1500) and PBRCX (1500) have matching initial minimum investment requirements. BEARX (250) and PBRCX (250) have similar IRA initial investment minimum. BEARX annual gain was more profitable for investors over the last year : -8.34 vs. PBRCX (-9.18). BEARX (-53.04) and PBRCX (-54.80) have equivalent 5 years return.
BEARXPBRCXBEARX / PBRCX
Total Expense Ratio2.613.3678%
Annual Report Gross Expense Ratio2.723.4778%
Fund Existence30 years26 years-
Gain YTD-4.762-5.26390%
Front Load6%N/A-
Min. Initial Investment15001500100%
Min. Initial Investment IRA250250100%
Net Assets108M108M100%
Annual Yield % from dividends10.0311.3388%
Returns for 1 year-8.34-9.1891%
Returns for 3 years-33.08-34.5796%
Returns for 5 years-53.04-54.8097%
Returns for 10 years-73.68-75.5698%
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