Interact to see
Advertisement
Advertisement
PBRIX vs URPIX
PBRIX vs URPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBRIX vs. URPIX commentary
Aug 09, 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 URPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 105M vs. URPIX (6.28M). PBRIX pays higher dividends than URPIX: PBRIX (10.68) vs URPIX (2.47). PBRIX was incepted earlier than URPIX: PBRIX (17 years) vs URPIX (28 years). PBRIX (2.36) is less costly to investors than URPIX (1.90). URPIX has a lower initial minimum investment than PBRIX: URPIX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -14.01 vs. URPIX (-29.95). PBRIX return over 5 years is better than : -47.23 vs. URPIX (-77.93).
| PBRIX | URPIX | PBRIX / URPIX | |
| Total Expense Ratio | 2.26 | 1.78 | 127% |
| Annual Report Gross Expense Ratio | 2.36 | 1.90 | 124% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -7.484 | -16.634 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 105M | 6.28M | 1,672% |
| Annual Yield % from dividends | 10.68 | 2.47 | 433% |
| Returns for 1 year | -14.01 | -29.95 | 47% |
| Returns for 3 years | -28.71 | -56.15 | 51% |
| Returns for 5 years | -47.23 | -77.93 | 61% |
| Returns for 10 years | -74.45 | -95.72 | 78% |