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CUGYX vs PDBZX
CUGYX vs PDBZX Comparison Chart in %
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CUGYX vs. PDBZX 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 PDBZX is a Hold.
FUNDAMENTALS
Fundamentals
PDBZX has more cash in the bank: 51.9B vs. CUGYX (1.2B). PDBZX pays higher dividends than CUGYX: PDBZX (4.55) vs CUGYX (4.23). CUGYX was incepted earlier than PDBZX: CUGYX (11 years) vs PDBZX (29 years). CUGYX (0.56) is less costly to investors than PDBZX (0.50). CUGYX is a more actively managed with annual turnover of: 330.00 vs. PDBZX (113.00). PDBZX has a lower initial minimum investment than CUGYX: PDBZX (0) vs CUGYX (1000000). CUGYX annual gain was more profitable for investors over the last year : 9.25 vs. PDBZX (6.94). PDBZX return over 5 years is better than : -0.83 vs. CUGYX (-3.09).
| CUGYX | PDBZX | CUGYX / PDBZX | |
| Total Expense Ratio | 0.52 | 0.49 | 106% |
| Annual Report Gross Expense Ratio | 0.56 | 0.50 | 112% |
| Fund Existence | 11 years | 29 years | - |
| Gain YTD | 9.151 | 6.916 | 132% |
| 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 | 4.55 | 93% |
| Returns for 1 year | 9.25 | 6.94 | 133% |
| Returns for 3 years | 17.61 | 18.32 | 96% |
| Returns for 5 years | -3.09 | -0.83 | 372% |
| Returns for 10 years | 17.17 | 24.64 | 70% |
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