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PBRIX vs UVPSX
PBRIX vs UVPSX Comparison Chart in %
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PBRIX vs. UVPSX commentary
Nov 20, 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 UVPSX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 108M vs. UVPSX (415K). PBRIX pays higher dividends than UVPSX: PBRIX (11.26) vs UVPSX (1.46). PBRIX was incepted earlier than UVPSX: PBRIX (17 years) vs UVPSX (20 years). UVPSX (6.77) is less costly to investors than PBRIX (2.36). UVPSX has a lower initial minimum investment than PBRIX: UVPSX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -8.25 vs. UVPSX (-47.96). PBRIX return over 5 years is better than : -44.12 vs. UVPSX (-70.28).
| PBRIX | UVPSX | PBRIX / UVPSX | |
| Total Expense Ratio | 2.26 | 2.78 | 81% |
| Annual Report Gross Expense Ratio | 2.36 | 6.77 | 35% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | -9.771 | -50.252 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 108M | 415K | 26,024% |
| Annual Yield % from dividends | 11.26 | 1.46 | 771% |
| Returns for 1 year | -8.25 | -47.96 | 17% |
| Returns for 3 years | -32.55 | -70.89 | 46% |
| Returns for 5 years | -44.12 | -70.28 | 63% |
| Returns for 10 years | -74.50 | -96.19 | 77% |
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