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BASIX vs PUCPX
BASIX vs PUCPX Comparison
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BASIX vs PUCPX Comparison Chart in %
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BASIX vs. PUCPX commentary
Aug 24, 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 BASIX is a Hold and PUCPX is a Hold.
FUNDAMENTALS
Fundamentals
BASIX has more cash in the bank: 49B vs. PUCPX (2.19B). PUCPX pays higher dividends than BASIX: PUCPX (5.48) vs BASIX (4.50). BASIX was incepted earlier than PUCPX: BASIX (19 years) vs PUCPX (18 years). BASIX (0.99) is less costly to investors than PUCPX (0.94). BASIX is a more actively managed with annual turnover of: 1006.00 vs. PUCPX (824.00). BASIX has a lower initial minimum investment than PUCPX: BASIX (1000) vs PUCPX (1000000). PUCPX annual gain was more profitable for investors over the last year : 5.37 vs. BASIX (4.36). PUCPX return over 5 years is better than : 17.35 vs. BASIX (13.74).
| BASIX | PUCPX | BASIX / PUCPX | |
| Total Expense Ratio | 0.98 | 0.89 | 110% |
| Annual Report Gross Expense Ratio | 0.99 | 0.94 | 105% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.605 | 1.311 | 122% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49B | 2.19B | 2,233% |
| Annual Yield % from dividends | 4.50 | 5.48 | 82% |
| Returns for 1 year | 4.36 | 5.37 | 81% |
| Returns for 3 years | 21.62 | 23.93 | 90% |
| Returns for 5 years | 13.74 | 17.35 | 79% |
| Returns for 10 years | 38.03 | 45.32 | 84% |
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