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BEARX vs PBRIX
BEARX vs PBRIX Comparison
Open Charts BEARX vs PBRIX
BEARX vs PBRIX Comparison Chart in %
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BEARX vs. PBRIX commentary
Aug 03, 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 Buy and PBRIX is a Buy.
FUNDAMENTALS
Fundamentals
BEARX (89.1M) and PBRIX (89.1M) have equal amount of cash in the bank . PBRIX (7.24) and BEARX (7.21) have matching dividends . BEARX was incepted earlier than PBRIX: BEARX (31 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 (-11.69) and BEARX (-11.95) have marching annual gain over last year. PBRIX (-38.39) and BEARX (-39.05) 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 | 31 years | 18 years | - |
| Gain YTD | -7.592 | -7.538 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 89.1M | 89.1M | 100% |
| Annual Yield % from dividends | 7.21 | 7.24 | 100% |
| Returns for 1 year | -11.95 | -11.69 | 102% |
| Returns for 3 years | -29.98 | -29.42 | 102% |
| Returns for 5 years | -39.05 | -38.39 | 102% |
| Returns for 10 years | -76.40 | -75.82 | 101% |
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