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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
Jun 04, 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: 53.5B vs. CBDIX (4.17B). PTRQX (4.66) and CBDIX (4.51) have matching dividends . CBDIX was incepted earlier than PTRQX: CBDIX (26 years) vs PTRQX (15 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 : 6.25 vs. CBDIX (5.41). CBDIX return over 5 years is better than : 4.44 vs. PTRQX (2.68).
| 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 | 15 years | - |
| Gain YTD | 0.316 | 0.671 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 53.5B | 8% |
| Annual Yield % from dividends | 4.51 | 4.66 | 97% |
| Returns for 1 year | 5.41 | 6.25 | 87% |
| Returns for 3 years | 16.18 | 17.31 | 93% |
| Returns for 5 years | 4.44 | 2.68 | 166% |
| Returns for 10 years | 24.52 | 21.85 | 112% |
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