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PBRIX vs SOPIX
PBRIX vs SOPIX Comparison Chart in %
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PBRIX vs. SOPIX commentary
Oct 21, 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 PBRIX is a Buy and SOPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 101M vs. SOPIX (3.36M). SOPIX pays higher dividends than PBRIX: SOPIX (12.22) vs PBRIX (11.10). PBRIX was incepted earlier than SOPIX: PBRIX (17 years) vs SOPIX (23 years). SOPIX (2.92) is less costly to investors than PBRIX (2.36). SOPIX has a lower initial minimum investment than PBRIX: SOPIX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -9.87 vs. SOPIX (-17.97). PBRIX return over 5 years is better than : -47.08 vs. SOPIX (-56.95).
| PBRIX | SOPIX | PBRIX / SOPIX | |
| Total Expense Ratio | 2.26 | 1.78 | 127% |
| Annual Report Gross Expense Ratio | 2.36 | 2.92 | 81% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | -11.019 | -15.914 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 101M | 3.36M | 3,009% |
| Annual Yield % from dividends | 11.10 | 12.22 | 91% |
| Returns for 1 year | -9.87 | -17.97 | 55% |
| Returns for 3 years | -37.75 | -50.73 | 74% |
| Returns for 5 years | -47.08 | -56.95 | 83% |
| Returns for 10 years | -75.54 | -87.18 | 87% |
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