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CPUIX vs PBDAX
CPUIX vs PBDAX Comparison
Open Charts CPUIX vs PBDAX
AAM/Insight Select Income I
Price$9.13
Change-$0.02 (-0.22%)
VolumeN/A
Net Assets194.44M
PIMCO Investment Grade Credit Bond A
Price$9.03
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets12.6B
CPUIX vs PBDAX Comparison Chart
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CPUIX vs. PBDAX commentary
Apr 30, 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 CPUIX is a Hold and PBDAX is a Hold.
FUNDAMENTALS
Fundamentals
PBDAX has more cash in the bank: 12.6B vs. CPUIX (194M). CPUIX pays higher dividends than PBDAX: CPUIX (4.79) vs PBDAX (4.04). CPUIX was incepted earlier than PBDAX: CPUIX (12 years) vs PBDAX (21 years). PBDAX (1.49) is less costly to investors than CPUIX (0.73). PBDAX is a more actively managed with annual turnover of: 150.00 vs. CPUIX (51.00). PBDAX has a lower initial minimum investment than CPUIX: PBDAX (1000) vs CPUIX (25000). CPUIX (7.97) and PBDAX (7.87) have marching annual gain over last year. CPUIX return over 5 years is better than : 6.42 vs. PBDAX (1.26).
| CPUIX | PBDAX | CPUIX / PBDAX | |
| Total Expense Ratio | 0.54 | 1.49 | 36% |
| Annual Report Gross Expense Ratio | 0.73 | 1.49 | 49% |
| Fund Existence | 12 years | 21 years | - |
| Gain YTD | 2.348 | 2.413 | 97% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.6B | 2% |
| Annual Yield % from dividends | 4.79 | 4.04 | 119% |
| Returns for 1 year | 7.97 | 7.87 | 101% |
| Returns for 3 years | 10.22 | 8.88 | 115% |
| Returns for 5 years | 6.42 | 1.26 | 508% |
| Returns for 10 years | 30.66 | 20.93 | 147% |
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