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PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart in %
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PBRCX vs. PBRIX commentary
Dec 28, 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 PBRCX is a Buy and PBRIX is a Buy.
FUNDAMENTALS
Fundamentals
PBRCX (84.6M) and PBRIX (84.6M) have equal amount of cash in the bank . PBRCX pays higher dividends than PBRIX: PBRCX (12.87) vs PBRIX (11.26). PBRCX was incepted earlier than PBRIX: PBRCX (27 years) vs PBRIX (17 years). PBRCX (3.70) is less costly to investors than PBRIX (2.67). PBRCX (249.00) and PBRIX (249.00) have comparable annual turnover. PBRCX has a lower initial minimum investment than PBRIX: PBRCX (1500) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -10.56 vs. PBRCX (-11.44). PBRIX return over 5 years is better than : -43.97 vs. PBRCX (-46.66).
| PBRCX | PBRIX | PBRCX / PBRIX | |
| Total Expense Ratio | 3.45 | 2.43 | 142% |
| Annual Report Gross Expense Ratio | 3.70 | 2.67 | 139% |
| Fund Existence | 27 years | 17 years | - |
| Gain YTD | -13.684 | -12.890 | 106% |
| Front Load | N/A | 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 | 12.87 | 11.26 | 114% |
| Returns for 1 year | -11.44 | -10.56 | 108% |
| Returns for 3 years | -39.36 | -37.46 | 105% |
| Returns for 5 years | -46.66 | -43.97 | 106% |
| Returns for 10 years | -77.85 | -75.50 | 103% |
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