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CPUIX vs PBDAX
CPUIX vs PBDAX Comparison
Open Charts CPUIX vs PBDAX
AAM/Insight Select Income I
Price$9.00
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets193.8M
PIMCO Investment Grade Credit Bond A
Price$8.85
Change+$0.01 (+0.11%)
VolumeN/A
Net Assets12.25B
CPUIX vs PBDAX Comparison Chart
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CPUIX vs. PBDAX commentary
May 23, 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: 12.2B vs. CPUIX (194M). CPUIX pays higher dividends than PBDAX: CPUIX (4.82) vs PBDAX (4.08). 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). PBDAX (4.30) and CPUIX (4.20) have marching annual gain over last year. CPUIX return over 5 years is better than : 2.78 vs. PBDAX (-1.12).
| 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 | 0.559 | 0.852 | 66% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 25000 | 1000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 194M | 12.2B | 2% |
| Annual Yield % from dividends | 4.82 | 4.08 | 118% |
| Returns for 1 year | 4.20 | 4.30 | 98% |
| Returns for 3 years | 10.15 | 8.75 | 116% |
| Returns for 5 years | 2.78 | -1.12 | -248% |
| Returns for 10 years | 29.15 | 19.76 | 148% |
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