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CBRCX vs PBDAX
CBRCX vs PBDAX Comparison
Open Charts CBRCX vs PBDAX
JPMorgan Corporate Bond C
Price$8.20
Change+$0.01 (+0.12%)
VolumeN/A
Net Assets359.97M
PIMCO Investment Grade Credit Bond A
Price$8.86
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets12.25B
CBRCX vs PBDAX Comparison Chart
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CBRCX vs. PBDAX commentary
May 24, 2025
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 CBRCX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 12.2B vs. CBRCX (360M). CBRCX (4.25) and PBDAX (4.08) have matching dividends . CBRCX was incepted earlier than PBDAX: CBRCX (12 years) vs PBDAX (21 years). CBRCX (1.55) and PBDAX (1.49) have similar cost to investors . PBDAX is a more actively managed with annual turnover of: 150.00 vs. CBRCX (131.00). CBRCX (1000) and PBDAX (1000) have matching initial minimum investment requirements. PBDAX annual gain was more profitable for investors over the last year : 4.30 vs. CBRCX (3.30). PBDAX return over 5 years is better than : -1.12 vs. CBRCX (-8.16).
| CBRCX | PBDAX | CBRCX / PBDAX | |
| Total Expense Ratio | 1.25 | 1.49 | 84% |
| Annual Report Gross Expense Ratio | 1.55 | 1.49 | 104% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 0.726 | 0.852 | 85% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 360M | 12.2B | 3% |
| Annual Yield % from dividends | 4.25 | 4.08 | 104% |
| Returns for 1 year | 3.30 | 4.30 | 77% |
| Returns for 3 years | 6.77 | 8.75 | 77% |
| Returns for 5 years | -8.16 | -1.12 | 729% |
| Returns for 10 years | 9.28 | 19.76 | 47% |
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