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PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart in %
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PBRCX vs. PBRIX commentary
Jun 29, 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 (108M) and PBRIX (108M) have equal amount of cash in the bank . PBRCX pays higher dividends than PBRIX: PBRCX (11.33) vs PBRIX (9.96). PBRCX was incepted earlier than PBRIX: PBRCX (26 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 : -8.32 vs. PBRCX (-9.18). PBRIX (-52.53) and PBRCX (-54.80) 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 | 17 years | - |
| Gain YTD | -5.263 | -4.990 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 108M | 108M | 100% |
| Annual Yield % from dividends | 11.33 | 9.96 | 114% |
| Returns for 1 year | -9.18 | -8.32 | 110% |
| Returns for 3 years | -34.57 | -32.67 | 106% |
| Returns for 5 years | -54.80 | -52.53 | 104% |
| Returns for 10 years | -75.56 | -73.15 | 103% |
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