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PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart
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PBRCX vs. PBRIX commentary
Apr 13, 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 Hold and PBRIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRCX (140M) and PBRIX (140M) have equal amount of cash in the bank . PBRCX pays higher dividends than PBRIX: PBRCX (10.63) vs PBRIX (9.35). PBRCX was incepted earlier than PBRIX: PBRCX (26 years) vs PBRIX (16 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 : 1.43 vs. PBRCX (0.33). PBRIX (-49.99) and PBRCX (-52.39) have equivalent 5 years return.
| PBRCX | PBRIX | PBRCX / PBRIX | |
| Total Expense Ratio | 3.36 | 2.26 | 149% |
| Annual Report Gross Expense Ratio | 3.47 | 2.36 | 147% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | 8.684 | 8.940 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 140M | 140M | 100% |
| Annual Yield % from dividends | 10.63 | 9.35 | 114% |
| Returns for 1 year | 0.33 | 1.43 | 23% |
| Returns for 3 years | -14.39 | -11.74 | 123% |
| Returns for 5 years | -52.39 | -49.99 | 105% |
| Returns for 10 years | -72.54 | -69.64 | 104% |
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