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BEARX vs PBRIX
BEARX vs PBRIX Comparison
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BEARX vs PBRIX Comparison Chart in %
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BEARX vs. PBRIX commentary
Jun 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 BEARX is a Hold and PBRIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX (86.5M) and PBRIX (86.5M) have equal amount of cash in the bank . PBRIX (7.42) and BEARX (7.37) have matching dividends . BEARX was incepted earlier than PBRIX: BEARX (30 years) vs PBRIX (18 years). BEARX (2.95) is less costly to investors than PBRIX (2.67). BEARX (249.00) and PBRIX (249.00) have comparable annual turnover. BEARX has a lower initial minimum investment than PBRIX: BEARX (1500) vs PBRIX (1000000). PBRIX (-18.43) and BEARX (-18.52) have marching annual gain over last year. PBRIX (-42.08) and BEARX (-42.66) have equivalent 5 years return.
| BEARX | PBRIX | BEARX / PBRIX | |
| Total Expense Ratio | 2.70 | 2.43 | 111% |
| Annual Report Gross Expense Ratio | 2.95 | 2.67 | 110% |
| Fund Existence | 30 years | 18 years | - |
| Gain YTD | -9.686 | -9.799 | 99% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 86.5M | 86.5M | 100% |
| Annual Yield % from dividends | 7.37 | 7.42 | 99% |
| Returns for 1 year | -18.52 | -18.43 | 100% |
| Returns for 3 years | -36.13 | -35.78 | 101% |
| Returns for 5 years | -42.66 | -42.08 | 101% |
| Returns for 10 years | -77.28 | -76.76 | 101% |
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