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PBRCX vs SOPSX
PBRCX vs SOPSX Comparison Chart in %
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PBRCX vs. SOPSX 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 SOPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRCX has more cash in the bank: 98.7M vs. SOPSX (2.4M). PBRCX (12.17) and SOPSX (11.82) have matching dividends . PBRCX was incepted earlier than SOPSX: PBRCX (27 years) vs SOPSX (23 years). SOPSX (3.92) is less costly to investors than PBRCX (3.47). PBRCX has a lower initial minimum investment than SOPSX: PBRCX (1500) vs SOPSX (15000). SOPSX IRA initial investment is lower compared to PBRCX: SOPSX (15000) vs PBRCX (250). PBRCX annual gain was more profitable for investors over the last year : -12.43 vs. SOPSX (-17.63). PBRCX return over 5 years is better than : -47.76 vs. SOPSX (-56.00).
| PBRCX | SOPSX | PBRCX / SOPSX | |
| Total Expense Ratio | 3.36 | 2.78 | 121% |
| Annual Report Gross Expense Ratio | 3.47 | 3.92 | 89% |
| Fund Existence | 27 years | 23 years | - |
| Gain YTD | -9.474 | -11.459 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 98.7M | 2.4M | 4,106% |
| Annual Yield % from dividends | 12.17 | 11.82 | 103% |
| Returns for 1 year | -12.43 | -17.63 | 70% |
| Returns for 3 years | -33.53 | -44.47 | 75% |
| Returns for 5 years | -47.76 | -56.00 | 85% |
| Returns for 10 years | -77.59 | -88.76 | 87% |
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