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CUGYX vs PTTNX
CUGYX vs PTTNX Comparison Chart in %
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CUGYX vs. PTTNX 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 PTTNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 46.1B vs. CUGYX (1.2B). PTTNX (4.36) and CUGYX (4.23) have matching dividends . CUGYX was incepted earlier than PTTNX: CUGYX (11 years) vs PTTNX (8 years). PTTNX (0.73) is less costly to investors than CUGYX (0.56). PTTNX is a more actively managed with annual turnover of: 606.00 vs. CUGYX (330.00). CUGYX (1000000) and PTTNX (1000000) have matching initial minimum investment requirements. CUGYX annual gain was more profitable for investors over the last year : 9.25 vs. PTTNX (8.38). PTTNX (-3.09) and CUGYX (-3.09) have equivalent 5 years return.
| CUGYX | PTTNX | CUGYX / PTTNX | |
| Total Expense Ratio | 0.52 | 0.68 | 76% |
| Annual Report Gross Expense Ratio | 0.56 | 0.73 | 77% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | 9.151 | 8.178 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.2B | 46.1B | 3% |
| Annual Yield % from dividends | 4.23 | 4.36 | 97% |
| Returns for 1 year | 9.25 | 8.38 | 110% |
| Returns for 3 years | 17.61 | 19.13 | 92% |
| Returns for 5 years | -3.09 | -3.09 | 100% |
| Returns for 10 years | 17.17 | N/A | - |
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