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CSIBX vs PTRQX
CSIBX vs PTRQX Comparison
Open Charts CSIBX vs PTRQX
CSIBX vs PTRQX Comparison Chart in %
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CSIBX vs. PTRQX commentary
Jun 04, 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 CSIBX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.5B vs. CSIBX (4.17B). PTRQX pays higher dividends than CSIBX: PTRQX (4.66) vs CSIBX (4.31). CSIBX was incepted earlier than PTRQX: CSIBX (39 years) vs PTRQX (15 years). CSIBX (0.75) is less costly to investors than PTRQX (0.40). CSIBX 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 : 6.25 vs. CSIBX (5.22). CSIBX return over 5 years is better than : 3.39 vs. PTRQX (2.68).
| CSIBX | PTRQX | CSIBX / PTRQX | |
| Total Expense Ratio | 0.73 | 0.39 | 187% |
| Annual Report Gross Expense Ratio | 0.75 | 0.40 | 188% |
| Fund Existence | 39 years | 15 years | - |
| Gain YTD | 0.230 | 0.671 | 34% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.17B | 53.5B | 8% |
| Annual Yield % from dividends | 4.31 | 4.66 | 92% |
| Returns for 1 year | 5.22 | 6.25 | 84% |
| Returns for 3 years | 15.51 | 17.31 | 90% |
| Returns for 5 years | 3.39 | 2.68 | 126% |
| Returns for 10 years | 21.62 | 21.85 | 99% |
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