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PBRIX vs SOPIX
PBRIX vs SOPIX Comparison Chart in %
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PBRIX vs. SOPIX commentary
Nov 20, 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 PBRIX is a Hold and SOPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 108M vs. SOPIX (4.09M). SOPIX pays higher dividends than PBRIX: SOPIX (12.77) vs PBRIX (11.26). PBRIX was incepted earlier than SOPIX: PBRIX (17 years) vs SOPIX (24 years). SOPIX (2.92) is less costly to investors than PBRIX (2.36). SOPIX has a lower initial minimum investment than PBRIX: SOPIX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -8.25 vs. SOPIX (-14.45). PBRIX return over 5 years is better than : -44.12 vs. SOPIX (-54.21).
| PBRIX | SOPIX | PBRIX / SOPIX | |
| Total Expense Ratio | 2.26 | 1.78 | 127% |
| Annual Report Gross Expense Ratio | 2.36 | 2.92 | 81% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -9.771 | -13.572 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 108M | 4.09M | 2,640% |
| Annual Yield % from dividends | 11.26 | 12.77 | 88% |
| Returns for 1 year | -8.25 | -14.45 | 57% |
| Returns for 3 years | -32.55 | -47.13 | 69% |
| Returns for 5 years | -44.12 | -54.21 | 81% |
| Returns for 10 years | -74.50 | -86.58 | 86% |
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