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PBRIX vs URPSX
PBRIX vs URPSX Comparison Chart
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PBRIX vs. URPSX 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 URPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 125M vs. URPSX (7.23M). PBRIX pays higher dividends than URPSX: PBRIX (9.35) vs URPSX (4.76). PBRIX was incepted earlier than URPSX: PBRIX (16 years) vs URPSX (27 years). URPSX (2.90) is less costly to investors than PBRIX (2.36). URPSX has a lower initial minimum investment than PBRIX: URPSX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -3.77 vs. URPSX (-16.34). PBRIX return over 5 years is better than : -50.06 vs. URPSX (-80.94).
| PBRIX | URPSX | PBRIX / URPSX | |
| Total Expense Ratio | 2.26 | 2.78 | 81% |
| Annual Report Gross Expense Ratio | 2.36 | 2.90 | 81% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 3.534 | 2.941 | 120% |
| 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 | 4.76 | 197% |
| Returns for 1 year | -3.77 | -16.34 | 23% |
| Returns for 3 years | -23.75 | -52.34 | 45% |
| Returns for 5 years | -50.06 | -80.94 | 62% |
| Returns for 10 years | -70.61 | -95.20 | 74% |