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CUGYX vs PDBAX
CUGYX vs PDBAX Comparison Chart in %
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CUGYX vs. PDBAX 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 PDBAX is a Hold.
FUNDAMENTALS
Fundamentals
PDBAX has more cash in the bank: 51.9B vs. CUGYX (1.2B). PDBAX (4.29) and CUGYX (4.23) have matching dividends . CUGYX was incepted earlier than PDBAX: CUGYX (11 years) vs PDBAX (31 years). PDBAX (0.77) is less costly to investors than CUGYX (0.56). CUGYX is a more actively managed with annual turnover of: 330.00 vs. PDBAX (113.00). PDBAX has a lower initial minimum investment than CUGYX: PDBAX (1000) vs CUGYX (1000000). CUGYX annual gain was more profitable for investors over the last year : 9.25 vs. PDBAX (6.74). PDBAX return over 5 years is better than : -2.08 vs. CUGYX (-3.09).
| CUGYX | PDBAX | CUGYX / PDBAX | |
| Total Expense Ratio | 0.52 | 0.76 | 68% |
| Annual Report Gross Expense Ratio | 0.56 | 0.77 | 73% |
| Fund Existence | 11 years | 31 years | - |
| Gain YTD | 9.151 | 6.759 | 135% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 51.9B | 2% |
| Annual Yield % from dividends | 4.23 | 4.29 | 99% |
| Returns for 1 year | 9.25 | 6.74 | 137% |
| Returns for 3 years | 17.61 | 17.46 | 101% |
| Returns for 5 years | -3.09 | -2.08 | 149% |
| Returns for 10 years | 17.17 | 21.43 | 80% |
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