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BEARX vs BRPIX
BEARX vs BRPIX Comparison Chart in %
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BEARX vs. BRPIX commentary
Dec 27, 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 BEARX is a Buy and BRPIX is a Hold.
FUNDAMENTALS
Fundamentals
BEARX has more cash in the bank: 84.6M vs. BRPIX (6.68M). BEARX pays higher dividends than BRPIX: BEARX (11.34) vs BRPIX (8.68). BEARX was incepted earlier than BRPIX: BEARX (30 years) vs BRPIX (28 years). BEARX (2.95) is less costly to investors than BRPIX (2.01). BEARX has a lower initial minimum investment than BRPIX: BEARX (1500) vs BRPIX (15000). BRPIX IRA initial investment is lower compared to BEARX: BRPIX (15000) vs BEARX (250). BEARX (-10.68) and BRPIX (-11.06) have marching annual gain over last year. BEARX (-44.66) and BRPIX (-45.39) have equivalent 5 years return.
| BEARX | BRPIX | BEARX / BRPIX | |
| Total Expense Ratio | 2.70 | 1.78 | 152% |
| Annual Report Gross Expense Ratio | 2.95 | 2.01 | 147% |
| Fund Existence | 30 years | 28 years | - |
| Gain YTD | -12.987 | -13.417 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 15000 | 10% |
| Min. Initial Investment IRA | 250 | 15000 | 2% |
| Net Assets | 84.6M | 6.68M | 1,266% |
| Annual Yield % from dividends | 11.34 | 8.68 | 131% |
| Returns for 1 year | -10.68 | -11.06 | 97% |
| Returns for 3 years | -37.95 | -37.45 | 101% |
| Returns for 5 years | -44.66 | -45.39 | 98% |
| Returns for 10 years | -76.07 | -76.21 | 100% |
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