Interact to see
Advertisement
Advertisement
CBDIX vs PTRQX
CBDIX vs PTRQX Comparison
Open Charts CBDIX vs PTRQX
CBDIX vs PTRQX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CBDIX vs. PTRQX commentary
Sep 15, 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: 52.4B vs. CBDIX (4.15B). PTRQX (4.64) and CBDIX (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 : -0.35 vs. CBDIX (-1.02). CBDIX return over 5 years is better than : 1.02 vs. PTRQX (-1.13).
| 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 | -1.599 | -1.209 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.15B | 52.4B | 8% |
| Annual Yield % from dividends | 4.55 | 4.64 | 98% |
| Returns for 1 year | -1.02 | -0.35 | 296% |
| Returns for 3 years | 15.15 | 15.75 | 96% |
| Returns for 5 years | 1.02 | -1.13 | -90% |
| Returns for 10 years | 20.20 | 17.65 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers