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BEARX vs URPSX
BEARX vs URPSX Comparison Chart
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BEARX vs. URPSX 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 URPSX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 125M vs. URPSX (9.6M). BEARX pays higher dividends than URPSX: BEARX (9.39) vs URPSX (4.76). BEARX was incepted earlier than URPSX: BEARX (29 years) vs URPSX (27 years). URPSX (2.90) is less costly to investors than BEARX (2.72). BEARX has a lower initial minimum investment than URPSX: BEARX (1500) vs URPSX (15000). URPSX IRA initial investment is lower compared to BEARX: URPSX (15000) vs BEARX (250). BEARX annual gain was more profitable for investors over the last year : -3.65 vs. URPSX (-16.25). BEARX return over 5 years is better than : -50.55 vs. URPSX (-80.92).
| BEARX | URPSX | BEARX / URPSX | |
| Total Expense Ratio | 2.61 | 2.78 | 94% |
| Annual Report Gross Expense Ratio | 2.72 | 2.90 | 94% |
| Fund Existence | 29 years | 27 years | - |
| Gain YTD | 3.896 | 3.054 | 128% |
| 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 | 4.76 | 198% |
| Returns for 1 year | -3.65 | -16.25 | 22% |
| Returns for 3 years | -24.13 | -52.29 | 46% |
| Returns for 5 years | -50.55 | -80.92 | 62% |
| Returns for 10 years | -71.29 | -95.19 | 75% |
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