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PBRIX vs URPIX
PBRIX vs URPIX Comparison Chart in %
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PBRIX vs. URPIX commentary
Nov 14, 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 URPIX is a Hold.
FUNDAMENTALS
Fundamentals
PBRIX has more cash in the bank: 107M vs. URPIX (5.01M). PBRIX pays higher dividends than URPIX: PBRIX (11.26) vs URPIX (5.65). PBRIX was incepted earlier than URPIX: PBRIX (17 years) vs URPIX (28 years). PBRIX (2.36) is less costly to investors than URPIX (1.90). URPIX has a lower initial minimum investment than PBRIX: URPIX (15000) vs PBRIX (1000000). PBRIX annual gain was more profitable for investors over the last year : -8.25 vs. URPIX (-24.27). PBRIX return over 5 years is better than : -44.30 vs. URPIX (-77.01).
| PBRIX | URPIX | PBRIX / URPIX | |
| Total Expense Ratio | 2.26 | 1.78 | 127% |
| Annual Report Gross Expense Ratio | 2.36 | 1.90 | 124% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | -10.811 | -27.568 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 15000 | 6,667% |
| Min. Initial Investment IRA | N/A | 15000 | - |
| Net Assets | 107M | 5.01M | 2,137% |
| Annual Yield % from dividends | 11.26 | 5.65 | 199% |
| Returns for 1 year | -8.25 | -24.27 | 34% |
| Returns for 3 years | -33.58 | -62.50 | 54% |
| Returns for 5 years | -44.30 | -77.01 | 58% |
| Returns for 10 years | -75.26 | -96.32 | 78% |
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