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BEARX vs PBRIX
BEARX vs PBRIX Comparison Chart in %
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BEARX vs. PBRIX commentary
Jun 30, 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 PBRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BEARX (108M) and PBRIX (108M) have equal amount of cash in the bank . BEARX (10.03) and PBRIX (9.96) have matching dividends . BEARX was incepted earlier than PBRIX: BEARX (30 years) vs PBRIX (17 years). BEARX (2.72) is less costly to investors than PBRIX (2.36). BEARX (140.00) and PBRIX (140.00) have comparable annual turnover. BEARX has a lower initial minimum investment than PBRIX: BEARX (1500) vs PBRIX (1000000). PBRIX (-8.32) and BEARX (-8.34) have marching annual gain over last year. PBRIX (-52.53) and BEARX (-53.04) have equivalent 5 years return.
| BEARX | PBRIX | BEARX / PBRIX | |
| Total Expense Ratio | 2.61 | 2.26 | 115% |
| Annual Report Gross Expense Ratio | 2.72 | 2.36 | 115% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | -4.762 | -4.990 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 108M | 108M | 100% |
| Annual Yield % from dividends | 10.03 | 9.96 | 101% |
| Returns for 1 year | -8.34 | -8.32 | 100% |
| Returns for 3 years | -33.08 | -32.67 | 101% |
| Returns for 5 years | -53.04 | -52.53 | 101% |
| Returns for 10 years | -73.68 | -73.15 | 101% |
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