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DVRLX vs PBAKX
DVRLX vs PBAKX Comparison Chart
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DVRLX vs. PBAKX 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 DVRLX is a Buy and PBAKX is a Buy.
FUNDAMENTALS
Fundamentals
PBAKX has more cash in the bank: 3.05B vs. DVRLX (160M). DVRLX pays higher dividends than PBAKX: DVRLX (1.62) vs PBAKX (0.00). DVRLX was incepted earlier than PBAKX: DVRLX (17 years) vs PBAKX (9 years). DVRLX (1.22) is less costly to investors than PBAKX (0.69). PBAKX is a more actively managed with annual turnover of: 146.00 vs. DVRLX (38.00). DVRLX has a lower initial minimum investment than PBAKX: DVRLX (0) vs PBAKX (5000000). DVRLX (8.81) and PBAKX (8.62) have marching annual gain over last year. DVRLX return over 5 years is better than : 31.90 vs. PBAKX (27.57).
| DVRLX | PBAKX | DVRLX / PBAKX | |
| Total Expense Ratio | 1.01 | 0.69 | 146% |
| Annual Report Gross Expense Ratio | 1.22 | 0.69 | 177% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 7.192 | 3.432 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 160M | 3.05B | 5% |
| Annual Yield % from dividends | 1.62 | 0.00 | - |
| Returns for 1 year | 8.81 | 8.62 | 102% |
| Returns for 3 years | 27.61 | 22.35 | 124% |
| Returns for 5 years | 31.90 | 27.57 | 116% |
| Returns for 10 years | 43.55 | N/A | - |
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