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CSBCX vs PTRQX
CSBCX vs PTRQX Comparison
Open Charts CSBCX vs PTRQX
CSBCX vs PTRQX Comparison Chart in %
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CSBCX vs. PTRQX commentary
Aug 03, 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 CSBCX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 52.9B vs. CSBCX (4.17B). PTRQX pays higher dividends than CSBCX: PTRQX (4.12) vs CSBCX (3.53). CSBCX was incepted earlier than PTRQX: CSBCX (28 years) vs PTRQX (16 years). CSBCX (1.55) is less costly to investors than PTRQX (0.40). CSBCX is a more actively managed with annual turnover of: 326.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 2.82 vs. CSBCX (1.55). PTRQX return over 5 years is better than : -1.09 vs. CSBCX (-3.07).
| CSBCX | PTRQX | CSBCX / PTRQX | |
| Total Expense Ratio | 1.53 | 0.39 | 392% |
| Annual Report Gross Expense Ratio | 1.55 | 0.40 | 388% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -1.270 | -0.793 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 52.9B | 8% |
| Annual Yield % from dividends | 3.53 | 4.12 | 86% |
| Returns for 1 year | 1.55 | 2.82 | 55% |
| Returns for 3 years | 12.05 | 15.45 | 78% |
| Returns for 5 years | -3.07 | -1.09 | 281% |
| Returns for 10 years | 9.21 | 17.32 | 53% |
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