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CIFCX vs PTRQX
CIFCX vs PTRQX Comparison
Open Charts CIFCX vs PTRQX
CIFCX vs PTRQX Comparison Chart in %
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CIFCX vs. PTRQX commentary
Aug 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 CIFCX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 52.9B vs. CIFCX (1.5B). PTRQX pays higher dividends than CIFCX: PTRQX (4.55) vs CIFCX (4.04). CIFCX was incepted earlier than PTRQX: CIFCX (26 years) vs PTRQX (16 years). CIFCX (1.68) is less costly to investors than PTRQX (0.40). CIFCX is a more actively managed with annual turnover of: 331.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 2.49 vs. CIFCX (1.50). PTRQX return over 5 years is better than : -0.94 vs. CIFCX (-0.99).
| CIFCX | PTRQX | CIFCX / PTRQX | |
| Total Expense Ratio | 1.67 | 0.39 | 428% |
| Annual Report Gross Expense Ratio | 1.68 | 0.40 | 420% |
| Fund Existence | 26 years | 16 years | - |
| Gain YTD | -0.760 | -0.368 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 52.9B | 3% |
| Annual Yield % from dividends | 4.04 | 4.55 | 89% |
| Returns for 1 year | 1.50 | 2.49 | 60% |
| Returns for 3 years | 16.82 | 16.24 | 104% |
| Returns for 5 years | -0.99 | -0.94 | 105% |
| Returns for 10 years | 22.39 | 18.06 | 124% |
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