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BEARX vs URPIX
BEARX vs URPIX Comparison Chart
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BEARX vs. URPIX commentary
Jun 07, 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 Buy and URPIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 110M vs. URPIX (5.86M). BEARX pays higher dividends than URPIX: BEARX (10.03) vs URPIX (5.67). BEARX was incepted earlier than URPIX: BEARX (29 years) vs URPIX (27 years). BEARX (2.72) is less costly to investors than URPIX (1.90). BEARX has a lower initial minimum investment than URPIX: BEARX (1500) vs URPIX (15000). URPIX IRA initial investment is lower compared to BEARX: URPIX (15000) vs BEARX (250). BEARX annual gain was more profitable for investors over the last year : -6.97 vs. URPIX (-19.43). BEARX return over 5 years is better than : -48.07 vs. URPIX (-78.12).
| BEARX | URPIX | BEARX / URPIX | |
| Total Expense Ratio | 2.61 | 1.78 | 147% |
| Annual Report Gross Expense Ratio | 2.72 | 1.90 | 143% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | -1.515 | -6.040 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 110M | 5.86M | 1,876% |
| Annual Yield % from dividends | 10.03 | 5.67 | 177% |
| Returns for 1 year | -6.97 | -19.43 | 36% |
| Returns for 3 years | -25.05 | -51.07 | 49% |
| Returns for 5 years | -48.07 | -78.12 | 62% |
| Returns for 10 years | -72.52 | -95.27 | 76% |
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