Interact to see
Advertisement
Advertisement
CUGYX vs DTBRX
CUGYX vs DTBRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CUGYX vs. DTBRX commentary
Nov 22, 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 CUGYX is a Hold and DTBRX is a Hold.
FUNDAMENTALS
Fundamentals
DTBRX has more cash in the bank: 51.9B vs. CUGYX (1.2B). CUGYX (4.23) and DTBRX (4.04) have matching dividends . CUGYX was incepted earlier than DTBRX: CUGYX (11 years) vs DTBRX (18 years). DTBRX (1.28) is less costly to investors than CUGYX (0.56). CUGYX is a more actively managed with annual turnover of: 330.00 vs. DTBRX (113.00). DTBRX has a lower initial minimum investment than CUGYX: DTBRX (0) vs CUGYX (1000000). CUGYX annual gain was more profitable for investors over the last year : 9.25 vs. DTBRX (6.37). CUGYX return over 5 years is better than : -3.09 vs. DTBRX (-3.35).
| CUGYX | DTBRX | CUGYX / DTBRX | |
| Total Expense Ratio | 0.52 | 1.01 | 51% |
| Annual Report Gross Expense Ratio | 0.56 | 1.28 | 44% |
| Fund Existence | 11 years | 18 years | - |
| Gain YTD | 9.151 | 6.435 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 51.9B | 2% |
| Annual Yield % from dividends | 4.23 | 4.04 | 105% |
| Returns for 1 year | 9.25 | 6.37 | 145% |
| Returns for 3 years | 17.61 | 16.56 | 106% |
| Returns for 5 years | -3.09 | -3.35 | 92% |
| Returns for 10 years | 17.17 | 18.32 | 94% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement