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PBRIX vs URPSX
PBRIX vs URPSX Comparison Chart in %
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PBRIX vs. URPSX commentary
Jun 30, 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: 108M vs. URPSX (8.07M). PBRIX pays higher dividends than URPSX: PBRIX (9.96) vs URPSX (5.36). PBRIX was incepted earlier than URPSX: PBRIX (17 years) vs URPSX (28 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 : -8.32 vs. URPSX (-22.85). PBRIX return over 5 years is better than : -52.53 vs. URPSX (-82.40).
| 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 | 28 years | - |
| Gain YTD | -4.990 | -13.235 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 108M | 8.07M | 1,338% |
| Annual Yield % from dividends | 9.96 | 5.36 | 186% |
| Returns for 1 year | -8.32 | -22.85 | 36% |
| Returns for 3 years | -32.67 | -61.87 | 53% |
| Returns for 5 years | -52.53 | -82.40 | 64% |
| Returns for 10 years | -73.15 | -96.04 | 76% |
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