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CPBFX vs DTBRX
CPBFX vs DTBRX Comparison
Open Charts CPBFX vs DTBRX
Invesco Core Plus Bond R6
Price$9.11
Change-$0.03 (-0.33%)
VolumeN/A
Net Assets5.33B
PGIM Total Return Bond R
Price$11.95
Change-$0.05 (-0.42%)
VolumeN/A
Net Assets48.81B
CPBFX vs DTBRX Comparison Chart
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CPBFX vs. DTBRX commentary
Jun 14, 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 CPBFX is a Hold and DTBRX is a Hold.
FUNDAMENTALS
Fundamentals
DTBRX has more cash in the bank: 48.8B vs. CPBFX (5.33B). CPBFX pays higher dividends than DTBRX: CPBFX (4.96) vs DTBRX (4.13). CPBFX was incepted earlier than DTBRX: CPBFX (13 years) vs DTBRX (17 years). DTBRX (1.28) is less costly to investors than CPBFX (0.48). CPBFX is a more actively managed with annual turnover of: 465.00 vs. DTBRX (113.00). DTBRX has a lower initial minimum investment than CPBFX: DTBRX (0) vs CPBFX (1000000). CPBFX annual gain was more profitable for investors over the last year : 4.68 vs. DTBRX (4.39). CPBFX return over 5 years is better than : -2.48 vs. DTBRX (-3.27).
| CPBFX | DTBRX | CPBFX / DTBRX | |
| Total Expense Ratio | 0.47 | 1.01 | 47% |
| Annual Report Gross Expense Ratio | 0.48 | 1.28 | 38% |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 2.412 | 2.658 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.33B | 48.8B | 11% |
| Annual Yield % from dividends | 4.96 | 4.13 | 120% |
| Returns for 1 year | 4.68 | 4.39 | 107% |
| Returns for 3 years | 13.07 | 10.13 | 129% |
| Returns for 5 years | -2.48 | -3.27 | 76% |
| Returns for 10 years | 22.64 | 14.28 | 159% |
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