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PBRCX vs PBRIX
PBRCX vs PBRIX Comparison Chart in %
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PBRCX vs. PBRIX commentary
Feb 05, 2026
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 (79.4M) and PBRIX (79.4M) have equal amount of cash in the bank . PBRCX pays higher dividends than PBRIX: PBRCX (7.57) vs PBRIX (6.81). 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 : -12.06 vs. PBRCX (-12.76). PBRIX return over 5 years is better than : -41.51 vs. PBRCX (-44.18).
| 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 | -1.294 | -1.508 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 1000000 | 0% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 79.4M | 79.4M | 100% |
| Annual Yield % from dividends | 7.57 | 6.81 | 111% |
| Returns for 1 year | -12.76 | -12.06 | 106% |
| Returns for 3 years | -34.03 | -32.15 | 106% |
| Returns for 5 years | -44.18 | -41.51 | 106% |
| Returns for 10 years | -79.96 | -77.98 | 103% |
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