The average market capitalization across the group is 640.61M. The market cap for tickers in the group ranges from 306.25M to 974.98M. IORLX holds the highest valuation in this group at 974.98M. The lowest valued company is PCDIX at 306.25M.

High and low price notable news

The average weekly price growth across all stocks in the group was -0%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 0%. PCDIX experienced the highest price growth at -0%, while IORLX experienced the biggest fall at -0%.

Volume

The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating:

P/E Growth Rating:

Price Growth Rating:

SMR Rating:

Profit Risk Rating:

Seasonality Score: (-100 ... +100)

IORLX vs. PCDIX commentary

Sep 04, 2026

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 IORLX is a Hold and PCDIX is a Hold.

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FUNDAMENTALS

Fundamentals

IORLX has more cash in the bank: 975M vs. PCDIX (306M). IORLX pays higher dividends than PCDIX: IORLX (3.64) vs PCDIX (2.80). IORLX was incepted earlier than PCDIX: IORLX (7 years) vs PCDIX (20 years). IORLX (0.48) is less costly to investors than PCDIX (0.33). PCDIX is a more actively managed with annual turnover of: 47.00 vs. IORLX (40.00). IORLX (1000000) and PCDIX (1000000) have matching initial minimum investment requirements. IORLX annual gain was more profitable for investors over the last year : 3.99 vs. PCDIX (2.51). PCDIX return over 5 years is better than : 7.99 vs. IORLX (5.67).

	IORLX	PCDIX	IORLX / PCDIX
Total Expense Ratio	0.48	0.33	145%
Annual Report Gross Expense Ratio	0.48	0.33	145%
Fund Existence	7 years	20 years	-
Gain YTD	0.806	0.998	81%
Front Load	N/A	N/A	-
Min. Initial Investment	1000000	1000000	100%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	975M	306M	319%
Annual Yield % from dividends	3.64	2.80	130%
Returns for 1 year	3.99	2.51	159%
Returns for 3 years	9.84	10.41	95%
Returns for 5 years	5.67	7.99	71%
Returns for 10 years	N/A	15.47	-

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