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BEARX vs PSSAX
BEARX vs PSSAX Comparison
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BEARX vs PSSAX Comparison Chart in %
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BEARX vs. PSSAX commentary
Jul 14, 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 PSSAX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 90.2M vs. PSSAX (82.6M). BEARX pays higher dividends than PSSAX: BEARX (7.25) vs PSSAX (0.89). BEARX was incepted earlier than PSSAX: BEARX (31 years) vs PSSAX (20 years). BEARX (2.95) is less costly to investors than PSSAX (1.13). PSSAX is a more actively managed with annual turnover of: 995.00 vs. BEARX (249.00). BEARX initial investment is less costly to investors than PSSAX (4%) vs PSSAX (4%). PSSAX has a lower initial minimum investment than BEARX: PSSAX (1000) vs BEARX (1500). PSSAX IRA initial investment is lower compared to BEARX: PSSAX (1000) vs BEARX (250). PSSAX annual gain was more profitable for investors over the last year : -11.10 vs. BEARX (-14.20). PSSAX return over 5 years is better than : -30.65 vs. BEARX (-40.22).
| BEARX | PSSAX | BEARX / PSSAX | |
| Total Expense Ratio | 2.70 | 1.13 | 239% |
| Annual Report Gross Expense Ratio | 2.95 | 1.13 | 261% |
| Fund Existence | 31 years | 20 years | - |
| Gain YTD | -8.901 | -7.238 | 123% |
| Front Load | 6% | 4% | 147% |
| Min. Initial Investment | 1500 | 1000 | 150% |
| Min. Initial Investment IRA | 250 | 1000 | 25% |
| Net Assets | 90.2M | 82.6M | 109% |
| Annual Yield % from dividends | 7.25 | 0.89 | 811% |
| Returns for 1 year | -14.20 | -11.10 | 128% |
| Returns for 3 years | -31.98 | -26.03 | 123% |
| Returns for 5 years | -40.22 | -30.65 | 131% |
| Returns for 10 years | -76.65 | -67.53 | 114% |
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