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BEARX vs URPIX
BEARX vs URPIX Comparison Chart
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BEARX vs. URPIX commentary
May 11, 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 StrongBuy and URPIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 125M vs. URPIX (9.6M). BEARX pays higher dividends than URPIX: BEARX (9.39) vs URPIX (5.03). 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 : -3.65 vs. URPIX (-15.25). BEARX return over 5 years is better than : -50.55 vs. URPIX (-80.05).
| 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 | 3.896 | 3.465 | 112% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 125M | 9.6M | 1,303% |
| Annual Yield % from dividends | 9.39 | 5.03 | 187% |
| Returns for 1 year | -3.65 | -15.25 | 24% |
| Returns for 3 years | -24.13 | -51.11 | 47% |
| Returns for 5 years | -50.55 | -80.05 | 63% |
| Returns for 10 years | -71.29 | -94.72 | 75% |
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