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CUGYX vs PDBRX
CUGYX vs PDBRX Comparison Chart in %
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CUGYX vs. PDBRX 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 PDBRX is a Hold.
FUNDAMENTALS
Fundamentals
PDBRX has more cash in the bank: 51.9B vs. CUGYX (1.2B). CUGYX (4.23) and PDBRX (4.16) have matching dividends . CUGYX was incepted earlier than PDBRX: CUGYX (11 years) vs PDBRX (8 years). PDBRX (0.97) is less costly to investors than CUGYX (0.56). CUGYX is a more actively managed with annual turnover of: 330.00 vs. PDBRX (113.00). PDBRX has a lower initial minimum investment than CUGYX: PDBRX (0) vs CUGYX (1000000). CUGYX annual gain was more profitable for investors over the last year : 9.25 vs. PDBRX (6.51). PDBRX return over 5 years is better than : -2.79 vs. CUGYX (-3.09).
| CUGYX | PDBRX | CUGYX / PDBRX | |
| Total Expense Ratio | 0.52 | 0.89 | 58% |
| Annual Report Gross Expense Ratio | 0.56 | 0.97 | 58% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 9.151 | 6.558 | 140% |
| 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 | 4.16 | 102% |
| Returns for 1 year | 9.25 | 6.51 | 142% |
| Returns for 3 years | 17.61 | 16.90 | 104% |
| Returns for 5 years | -3.09 | -2.79 | 111% |
| Returns for 10 years | 17.17 | N/A | - |
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