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PBRIX vs URPSX
PBRIX vs URPSX Comparison Chart
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PBRIX vs. URPSX commentary
Apr 19, 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 URPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 128M vs. URPSX (12.2M). PBRIX pays higher dividends than URPSX: PBRIX (9.35) vs URPSX (4.59). 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 : -0.87 vs. URPSX (-10.36). PBRIX return over 5 years is better than : -48.37 vs. URPSX (-79.23).
| 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 | 10.395 | 18.439 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 128M | 12.2M | 1,049% |
| Annual Yield % from dividends | 9.35 | 4.59 | 204% |
| Returns for 1 year | -0.87 | -10.36 | 8% |
| Returns for 3 years | -10.32 | -35.51 | 29% |
| Returns for 5 years | -48.37 | -79.23 | 61% |
| Returns for 10 years | -69.24 | -94.51 | 73% |