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CUGYX vs PMZPX
CUGYX vs PMZPX Comparison Chart in %
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CUGYX vs. PMZPX commentary
Nov 20, 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 PMZPX is a Hold.
FUNDAMENTALS
Fundamentals
PMZPX has more cash in the bank: 12.7B vs. CUGYX (1.2B). PMZPX pays higher dividends than CUGYX: PMZPX (6.04) vs CUGYX (4.23). CUGYX was incepted earlier than PMZPX: CUGYX (11 years) vs PMZPX (13 years). PMZPX (1.78) is less costly to investors than CUGYX (0.56). PMZPX is a more actively managed with annual turnover of: 1120.00 vs. CUGYX (330.00). CUGYX (1000000) and PMZPX (1000000) have matching initial minimum investment requirements. CUGYX annual gain was more profitable for investors over the last year : 9.19 vs. PMZPX (8.15). PMZPX return over 5 years is better than : 16.31 vs. CUGYX (-2.99).
| CUGYX | PMZPX | CUGYX / PMZPX | |
| Total Expense Ratio | 0.52 | 1.78 | 29% |
| Annual Report Gross Expense Ratio | 0.56 | 1.78 | 31% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | 9.270 | 7.097 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 12.7B | 9% |
| Annual Yield % from dividends | 4.23 | 6.04 | 70% |
| Returns for 1 year | 9.19 | 8.15 | 113% |
| Returns for 3 years | 17.60 | 22.33 | 79% |
| Returns for 5 years | -2.99 | 16.31 | -18% |
| Returns for 10 years | 17.30 | 42.40 | 41% |
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