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PBRIX vs SOPSX
PBRIX vs SOPSX Comparison Chart in %
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PBRIX 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 PBRIX is a Buy and SOPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 98.7M vs. SOPSX (2.4M). SOPSX pays higher dividends than PBRIX: SOPSX (11.82) vs PBRIX (10.68). PBRIX was incepted earlier than SOPSX: PBRIX (17 years) vs SOPSX (23 years). SOPSX (3.92) is less costly to investors than PBRIX (2.36). SOPSX has a lower initial minimum investment than PBRIX: SOPSX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -11.68 vs. SOPSX (-17.63). PBRIX return over 5 years is better than : -45.20 vs. SOPSX (-56.00).
| PBRIX | SOPSX | PBRIX / SOPSX | |
| Total Expense Ratio | 2.26 | 2.78 | 81% |
| Annual Report Gross Expense Ratio | 2.36 | 3.92 | 60% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -9.148 | -11.459 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 98.7M | 2.4M | 4,106% |
| Annual Yield % from dividends | 10.68 | 11.82 | 90% |
| Returns for 1 year | -11.68 | -17.63 | 66% |
| Returns for 3 years | -31.57 | -44.47 | 71% |
| Returns for 5 years | -45.20 | -56.00 | 81% |
| Returns for 10 years | -75.36 | -88.76 | 85% |
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