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PBAIX vs PBAKX
PBAIX vs PBAKX Comparison Chart
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PBAIX vs. PBAKX commentary
Feb 23, 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 PBAIX is a Buy and PBAKX is a Buy.
FUNDAMENTALS
Fundamentals
PBAIX (2.41B) and PBAKX (2.41B) have equal amount of cash in the bank . PBAKX (11.15) and PBAIX (11.03) have matching dividends . PBAIX was incepted earlier than PBAKX: PBAIX (32 years) vs PBAKX (9 years). PBAIX (172.00) and PBAKX (172.00) have comparable annual turnover. PBAIX has a lower initial minimum investment than PBAKX: PBAIX (2000000) vs PBAKX (5000000). PBAKX (7.51) and PBAIX (7.29) have marching annual gain over last year. PBAKX (26.11) and PBAIX (25.33) have equivalent 5 years return.
| PBAIX | PBAKX | PBAIX / PBAKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 32 years | 9 years | - |
| Gain YTD | 1.077 | 1.144 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 2.41B | 100% |
| Annual Yield % from dividends | 11.03 | 11.15 | 99% |
| Returns for 1 year | 7.29 | 7.51 | 97% |
| Returns for 3 years | 21.31 | 21.81 | 98% |
| Returns for 5 years | 25.33 | 26.11 | 97% |
| Returns for 10 years | 30.06 | N/A | - |
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