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PBRCX vs UCPIX
PBRCX vs UCPIX Comparison Chart in %
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PBRCX vs. UCPIX commentary
Aug 07, 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 UCPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRCX has more cash in the bank: 106M vs. UCPIX (5.55M). PBRCX pays higher dividends than UCPIX: PBRCX (12.17) vs UCPIX (4.47). PBRCX was incepted earlier than UCPIX: PBRCX (27 years) vs UCPIX (22 years). PBRCX (3.47) is less costly to investors than UCPIX (2.41). PBRCX has a lower initial minimum investment than UCPIX: PBRCX (1500) vs UCPIX (15000). UCPIX IRA initial investment is lower compared to PBRCX: UCPIX (15000) vs PBRCX (250). PBRCX annual gain was more profitable for investors over the last year : -16.55 vs. UCPIX (-21.92). PBRCX return over 5 years is better than : -49.68 vs. UCPIX (-75.14).
| PBRCX | UCPIX | PBRCX / UCPIX | |
| Total Expense Ratio | 3.36 | 1.78 | 189% |
| Annual Report Gross Expense Ratio | 3.47 | 2.41 | 144% |
| Fund Existence | 27 years | 22 years | - |
| Gain YTD | -7.632 | -5.385 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 106M | 5.55M | 1,909% |
| Annual Yield % from dividends | 12.17 | 4.47 | 272% |
| Returns for 1 year | -16.55 | -21.92 | 76% |
| Returns for 3 years | -30.28 | -40.88 | 74% |
| Returns for 5 years | -49.68 | -75.14 | 66% |
| Returns for 10 years | -76.79 | -94.31 | 81% |
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