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PBRIX vs URPSX
PBRIX vs URPSX Comparison Chart
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PBRIX vs. URPSX 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 URPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 110M vs. URPSX (5.86M). PBRIX pays higher dividends than URPSX: PBRIX (9.96) vs URPSX (5.36). PBRIX was incepted earlier than URPSX: PBRIX (17 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 : -6.80 vs. URPSX (-20.34). PBRIX return over 5 years is better than : -47.46 vs. URPSX (-79.06).
| PBRIX | URPSX | PBRIX / URPSX | |
| Total Expense Ratio | 2.26 | 2.78 | 81% |
| Annual Report Gross Expense Ratio | 2.36 | 2.90 | 81% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -1.663 | -6.448 | 26% |
| 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 | 5.36 | 186% |
| Returns for 1 year | -6.80 | -20.34 | 33% |
| Returns for 3 years | -24.51 | -52.23 | 47% |
| Returns for 5 years | -47.46 | -79.06 | 60% |
| Returns for 10 years | -71.82 | -95.69 | 75% |
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