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PBRIX vs URPIX
PBRIX vs URPIX Comparison Chart
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PBRIX vs. URPIX commentary
May 11, 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 StrongBuy and URPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 125M vs. URPIX (7.23M). PBRIX pays higher dividends than URPIX: PBRIX (9.35) vs URPIX (5.03). PBRIX was incepted earlier than URPIX: PBRIX (16 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 : -3.77 vs. URPIX (-15.41). PBRIX return over 5 years is better than : -50.06 vs. URPIX (-80.09).
| PBRIX | URPIX | PBRIX / URPIX | |
| Total Expense Ratio | 2.26 | 1.78 | 127% |
| Annual Report Gross Expense Ratio | 2.36 | 1.90 | 124% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 3.534 | 3.267 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 125M | 7.23M | 1,728% |
| Annual Yield % from dividends | 9.35 | 5.03 | 186% |
| Returns for 1 year | -3.77 | -15.41 | 24% |
| Returns for 3 years | -23.75 | -51.20 | 46% |
| Returns for 5 years | -50.06 | -80.09 | 63% |
| Returns for 10 years | -70.61 | -94.73 | 75% |
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