Ad is loading...
PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PBRCX vs. PBRIX commentary
May 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 PBRCX is a StrongBuy and PBRIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PBRCX (125M) and PBRIX (125M) 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 : -3.77 vs. PBRCX (-4.77). PBRIX (-50.06) and PBRCX (-52.55) 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 | 3.158 | 3.534 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 125M | 125M | 100% |
| Annual Yield % from dividends | 10.63 | 9.35 | 114% |
| Returns for 1 year | -4.77 | -3.77 | 127% |
| Returns for 3 years | -26.03 | -23.75 | 110% |
| Returns for 5 years | -52.55 | -50.06 | 105% |
| Returns for 10 years | -73.39 | -70.61 | 104% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers