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BEARX vs PBRIX
BEARX vs PBRIX Comparison Chart
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BEARX vs. PBRIX commentary
Apr 19, 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 PBRIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX (128M) and PBRIX (128M) have equal amount of cash in the bank . BEARX (9.41) and PBRIX (9.35) have matching dividends . BEARX was incepted earlier than PBRIX: BEARX (29 years) vs PBRIX (16 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). BEARX (-0.66) and PBRIX (-0.69) have marching annual gain over last year. PBRIX (-48.28) and BEARX (-48.86) 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 | 29 years | 16 years | - |
| Gain YTD | 10.823 | 10.603 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 128M | 128M | 100% |
| Annual Yield % from dividends | 9.41 | 9.35 | 101% |
| Returns for 1 year | -0.66 | -0.69 | 96% |
| Returns for 3 years | -10.84 | -10.15 | 107% |
| Returns for 5 years | -48.86 | -48.28 | 101% |
| Returns for 10 years | -69.95 | -69.18 | 101% |
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