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CUBRX vs PONAX
CUBRX vs PONAX Comparison
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CUBRX vs PONAX Comparison Chart in %
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CUBRX vs. PONAX commentary
Sep 13, 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 CUBRX is a Hold and PONAX is a Hold.
FUNDAMENTALS
Fundamentals
PONAX has more cash in the bank: 232B vs. CUBRX (843M). PONAX pays higher dividends than CUBRX: PONAX (5.32) vs CUBRX (5.03). CUBRX was incepted earlier than PONAX: CUBRX (7 years) vs PONAX (19 years). PONAX (0.91) is less costly to investors than CUBRX (0.54). PONAX is a more actively managed with annual turnover of: 674.00 vs. CUBRX (394.00). PONAX has a lower initial minimum investment than CUBRX: PONAX (1000) vs CUBRX (5000000). PONAX annual gain was more profitable for investors over the last year : 1.80 vs. CUBRX (1.15). CUBRX return over 5 years is better than : 17.56 vs. PONAX (15.44).
| CUBRX | PONAX | CUBRX / PONAX | |
| Total Expense Ratio | 0.53 | 0.91 | 58% |
| Annual Report Gross Expense Ratio | 0.54 | 0.91 | 59% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | -0.054 | -0.545 | 10% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000000 | 1000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 843M | 232B | 0% |
| Annual Yield % from dividends | 5.03 | 5.32 | 95% |
| Returns for 1 year | 1.15 | 1.80 | 64% |
| Returns for 3 years | 20.23 | 21.10 | 96% |
| Returns for 5 years | 17.56 | 15.44 | 114% |
| Returns for 10 years | N/A | 48.70 | - |
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