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PBRCX vs URPIX
PBRCX vs URPIX Comparison Chart
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PBRCX vs. URPIX 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 URPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRCX has more cash in the bank: 140M vs. URPIX (8.03M). PBRCX pays higher dividends than URPIX: PBRCX (10.63) vs URPIX (4.87). PBRCX was incepted earlier than URPIX: PBRCX (26 years) vs URPIX (27 years). PBRCX (3.47) is less costly to investors than URPIX (1.90). PBRCX has a lower initial minimum investment than URPIX: PBRCX (1500) vs URPIX (15000). URPIX IRA initial investment is lower compared to PBRCX: URPIX (15000) vs PBRCX (250). PBRCX annual gain was more profitable for investors over the last year : 0.33 vs. URPIX (-5.67). PBRCX return over 5 years is better than : -52.39 vs. URPIX (-80.31).
| PBRCX | URPIX | PBRCX / URPIX | |
| Total Expense Ratio | 3.36 | 1.78 | 189% |
| Annual Report Gross Expense Ratio | 3.47 | 1.90 | 183% |
| Fund Existence | 26 years | 27 years | - |
| Gain YTD | 8.684 | 15.248 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 140M | 8.03M | 1,743% |
| Annual Yield % from dividends | 10.63 | 4.87 | 218% |
| Returns for 1 year | 0.33 | -5.67 | -6% |
| Returns for 3 years | -14.39 | -35.83 | 40% |
| Returns for 5 years | -52.39 | -80.31 | 65% |
| Returns for 10 years | -72.54 | -94.18 | 77% |
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