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BEARX vs PBRCX
BEARX vs PBRCX Comparison Chart
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BEARX vs. PBRCX commentary
May 11, 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 StrongBuy and PBRCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BEARX (125M) and PBRCX (125M) have equal amount of cash in the bank . PBRCX pays higher dividends than BEARX: PBRCX (10.63) vs BEARX (9.39). BEARX was incepted earlier than PBRCX: BEARX (29 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 : -3.85 vs. PBRCX (-4.77). BEARX (-50.65) and PBRCX (-52.55) have equivalent 5 years return.
| BEARX | PBRCX | BEARX / PBRCX | |
| Total Expense Ratio | 2.61 | 3.36 | 78% |
| Annual Report Gross Expense Ratio | 2.72 | 3.47 | 78% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 3.680 | 3.158 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1500 | 100% |
| Min. Initial Investment IRA | 250 | 250 | 100% |
| Net Assets | 125M | 125M | 100% |
| Annual Yield % from dividends | 9.39 | 10.63 | 88% |
| Returns for 1 year | -3.85 | -4.77 | 81% |
| Returns for 3 years | -24.29 | -26.03 | 93% |
| Returns for 5 years | -50.65 | -52.55 | 96% |
| Returns for 10 years | -71.35 | -73.39 | 97% |
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