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PBRIX vs URPIX
PBRIX vs URPIX Comparison Chart
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PBRIX vs. URPIX commentary
Jun 08, 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 URPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 110M vs. URPIX (5.86M). PBRIX pays higher dividends than URPIX: PBRIX (9.96) vs URPIX (5.67). PBRIX was incepted earlier than URPIX: PBRIX (17 years) vs URPIX (27 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 : -6.80 vs. URPIX (-19.43). PBRIX return over 5 years is better than : -47.46 vs. URPIX (-78.12).
| 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 | 27 years | - |
| Gain YTD | -1.663 | -6.040 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 110M | 5.86M | 1,876% |
| Annual Yield % from dividends | 9.96 | 5.67 | 176% |
| Returns for 1 year | -6.80 | -19.43 | 35% |
| Returns for 3 years | -24.51 | -51.07 | 48% |
| Returns for 5 years | -47.46 | -78.12 | 61% |
| Returns for 10 years | -71.82 | -95.27 | 75% |
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