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BEARX vs PBRIX
BEARX vs PBRIX Comparison Chart in %
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BEARX vs. PBRIX 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 PBRIX is a Buy.
FUNDAMENTALS
Fundamentals
BEARX (84.6M) and PBRIX (84.6M) have equal amount of cash in the bank . BEARX (11.34) and PBRIX (11.26) have matching dividends . BEARX was incepted earlier than PBRIX: BEARX (30 years) vs PBRIX (17 years). BEARX (2.95) is less costly to investors than PBRIX (2.67). BEARX (249.00) and PBRIX (249.00) have comparable annual turnover. BEARX has a lower initial minimum investment than PBRIX: BEARX (1500) vs PBRIX (1000000). PBRIX (-10.56) and BEARX (-10.68) have marching annual gain over last year. PBRIX (-43.97) and BEARX (-44.66) have equivalent 5 years return.
| BEARX | PBRIX | BEARX / PBRIX | |
| Total Expense Ratio | 2.70 | 2.43 | 111% |
| Annual Report Gross Expense Ratio | 2.95 | 2.67 | 110% |
| Fund Existence | 30 years | 17 years | - |
| Gain YTD | -12.987 | -12.890 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 84.6M | 84.6M | 100% |
| Annual Yield % from dividends | 11.34 | 11.26 | 101% |
| Returns for 1 year | -10.68 | -10.56 | 101% |
| Returns for 3 years | -37.95 | -37.46 | 101% |
| Returns for 5 years | -44.66 | -43.97 | 102% |
| Returns for 10 years | -76.07 | -75.50 | 101% |
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