Ad is loading...
DBIVX vs PBAKX
DBIVX vs PBAKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
DBIVX vs. PBAKX commentary
Apr 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 DBIVX is a Hold and PBAKX is a Buy.
FUNDAMENTALS
Fundamentals
PBAKX has more cash in the bank: 2.68B vs. DBIVX (161M). DBIVX pays higher dividends than PBAKX: DBIVX (2.25) vs PBAKX (0.00). DBIVX was incepted earlier than PBAKX: DBIVX (20 years) vs PBAKX (9 years). DBIVX (1.07) is less costly to investors than PBAKX (0.69). PBAKX is a more actively managed with annual turnover of: 146.00 vs. DBIVX (39.00). DBIVX has a lower initial minimum investment than PBAKX: DBIVX (2500) vs PBAKX (5000000). PBAKX annual gain was more profitable for investors over the last year : 1.12 vs. DBIVX (0.25). PBAKX return over 5 years is better than : 24.79 vs. DBIVX (21.96).
| DBIVX | PBAKX | DBIVX / PBAKX | |
| Total Expense Ratio | 1.06 | 0.69 | 154% |
| Annual Report Gross Expense Ratio | 1.07 | 0.69 | 155% |
| Fund Existence | 20 years | 9 years | - |
| Gain YTD | -1.208 | -2.759 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 2.68B | 6% |
| Annual Yield % from dividends | 2.25 | 0.00 | - |
| Returns for 1 year | 0.25 | 1.12 | 22% |
| Returns for 3 years | 5.50 | 14.21 | 39% |
| Returns for 5 years | 21.96 | 24.79 | 89% |
| Returns for 10 years | 37.99 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...