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PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart in %
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PBRCX vs. PBRIX commentary
Aug 30, 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 PBRCX is a Buy and PBRIX is a Buy.
FUNDAMENTALS
Fundamentals
PBRCX (98.7M) and PBRIX (98.7M) have equal amount of cash in the bank . PBRCX pays higher dividends than PBRIX: PBRCX (12.17) vs PBRIX (10.68). PBRCX was incepted earlier than PBRIX: PBRCX (27 years) vs PBRIX (17 years). PBRCX (3.47) is less costly to investors than PBRIX (2.36). PBRCX (140.00) and PBRIX (140.00) have comparable annual turnover. PBRCX has a lower initial minimum investment than PBRIX: PBRCX (1500) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -11.68 vs. PBRCX (-12.43). PBRIX return over 5 years is better than : -45.20 vs. PBRCX (-47.76).
| PBRCX | PBRIX | PBRCX / PBRIX | |
| Total Expense Ratio | 3.36 | 2.26 | 149% |
| Annual Report Gross Expense Ratio | 3.47 | 2.36 | 147% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | -9.474 | -9.148 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 98.7M | 98.7M | 100% |
| Annual Yield % from dividends | 12.17 | 10.68 | 114% |
| Returns for 1 year | -12.43 | -11.68 | 106% |
| Returns for 3 years | -33.53 | -31.57 | 106% |
| Returns for 5 years | -47.76 | -45.20 | 106% |
| Returns for 10 years | -77.59 | -75.36 | 103% |
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