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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
Sep 13, 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: 49.6B vs. PUCPX (2.18B). PUCPX pays higher dividends than BASIX: PUCPX (5.42) vs BASIX (4.51). BASIX was incepted earlier than PUCPX: BASIX (19 years) vs PUCPX (18 years). BASIX (0.99) and PUCPX (0.95) have similar cost to investors . 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 : 2.43 vs. BASIX (2.25). PUCPX return over 5 years is better than : 15.59 vs. BASIX (12.46).
| BASIX | PUCPX | BASIX / PUCPX | |
| Total Expense Ratio | 0.98 | 0.90 | 109% |
| Annual Report Gross Expense Ratio | 0.99 | 0.95 | 104% |
| Fund Existence | 19 years | 18 years | - |
| Gain YTD | 1.041 | 0.014 | 7,604% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 49.6B | 2.18B | 2,275% |
| Annual Yield % from dividends | 4.51 | 5.42 | 83% |
| Returns for 1 year | 2.25 | 2.43 | 92% |
| Returns for 3 years | 20.08 | 21.51 | 93% |
| Returns for 5 years | 12.46 | 15.59 | 80% |
| Returns for 10 years | 37.18 | 42.51 | 87% |
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