Interact to see
Advertisement
Advertisement
PBRIX vs PSPLX
PBRIX vs PSPLX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PBRIX vs. PSPLX 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 PBRIX is a Buy and PSPLX is a Hold.
FUNDAMENTALS
Fundamentals
PSPLX (82.1M) and PBRIX (78.9M) have equal amount of cash in the bank . PBRIX pays higher dividends than PSPLX: PBRIX (6.81) vs PSPLX (0.00). PBRIX was incepted earlier than PSPLX: PBRIX (17 years) vs PSPLX (16 years). PBRIX (2.67) is less costly to investors than PSPLX (0.83). PSPLX is a more actively managed with annual turnover of: 503.00 vs. PBRIX (249.00). PBRIX (1000000) and PSPLX (1000000) have matching initial minimum investment requirements. PSPLX annual gain was more profitable for investors over the last year : -7.80 vs. PBRIX (-12.06). PSPLX return over 5 years is better than : -33.79 vs. PBRIX (-41.51).
| PBRIX | PSPLX | PBRIX / PSPLX | |
| Total Expense Ratio | 2.43 | 0.83 | 293% |
| Annual Report Gross Expense Ratio | 2.67 | 0.83 | 322% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | -1.508 | -0.612 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.9M | 82.1M | 96% |
| Annual Yield % from dividends | 6.81 | 0.00 | - |
| Returns for 1 year | -12.06 | -7.80 | 155% |
| Returns for 3 years | -32.15 | -24.96 | 129% |
| Returns for 5 years | -41.51 | -33.79 | 123% |
| Returns for 10 years | -77.98 | -68.25 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement