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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
Sep 15, 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: 52.4B vs. CSBCX (4.15B). PTRQX pays higher dividends than CSBCX: PTRQX (4.64) vs CSBCX (3.52). 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 : -0.35 vs. CSBCX (-1.91). PTRQX return over 5 years is better than : -1.13 vs. CSBCX (-3.89).
| 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 | -2.296 | -1.209 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.15B | 52.4B | 8% |
| Annual Yield % from dividends | 3.52 | 4.64 | 76% |
| Returns for 1 year | -1.91 | -0.35 | 552% |
| Returns for 3 years | 11.84 | 15.75 | 75% |
| Returns for 5 years | -3.89 | -1.13 | 343% |
| Returns for 10 years | 8.41 | 17.65 | 48% |
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