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CBDIX vs PTRQX
CBDIX vs PTRQX Comparison
Open Charts CBDIX vs PTRQX
CBDIX vs PTRQX Comparison Chart in %
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CBDIX vs. PTRQX commentary
Aug 25, 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 CBDIX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.1B vs. CBDIX (4.14B). CBDIX (4.55) and PTRQX (4.55) have matching dividends . CBDIX was incepted earlier than PTRQX: CBDIX (26 years) vs PTRQX (16 years). CBDIX (0.55) is less costly to investors than PTRQX (0.40). CBDIX is a more actively managed with annual turnover of: 326.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 3.09 vs. CBDIX (2.22). CBDIX return over 5 years is better than : 2.19 vs. PTRQX (-0.23).
| CBDIX | PTRQX | CBDIX / PTRQX | |
| Total Expense Ratio | 0.53 | 0.39 | 136% |
| Annual Report Gross Expense Ratio | 0.55 | 0.40 | 138% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | -0.525 | -0.200 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 53.1B | 8% |
| Annual Yield % from dividends | 4.55 | 4.55 | 100% |
| Returns for 1 year | 2.22 | 3.09 | 72% |
| Returns for 3 years | 17.60 | 18.25 | 96% |
| Returns for 5 years | 2.19 | -0.23 | -943% |
| Returns for 10 years | 20.60 | 17.63 | 117% |
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