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AFTEX vs PTRMX
AFTEX vs PTRMX Comparison
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AFTEX vs PTRMX Comparison Chart in %
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AFTEX vs. PTRMX commentary
Aug 03, 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 AFTEX is a Hold and PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 25B vs. PTRMX (760M). PTRMX pays higher dividends than AFTEX: PTRMX (3.71) vs AFTEX (3.06). AFTEX was incepted earlier than PTRMX: AFTEX (47 years) vs PTRMX (14 years). PTRMX (0.73) is less costly to investors than AFTEX (0.55). PTRMX is a more actively managed with annual turnover of: 62.00 vs. AFTEX (56.00). AFTEX initial investment is less costly to investors than PTRMX (2%) vs PTRMX (2%). AFTEX has a lower initial minimum investment than PTRMX: AFTEX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 6.77 vs. AFTEX (2.15). PTRMX return over 5 years is better than : -0.98 vs. AFTEX (-9.84).
| AFTEX | PTRMX | AFTEX / PTRMX | |
| Total Expense Ratio | 0.55 | 0.73 | 75% |
| Annual Report Gross Expense Ratio | 0.55 | 0.73 | 75% |
| Fund Existence | 47 years | 14 years | - |
| Gain YTD | -1.202 | 0.886 | -136% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 760M | 3,289% |
| Annual Yield % from dividends | 3.06 | 3.71 | 83% |
| Returns for 1 year | 2.15 | 6.77 | 32% |
| Returns for 3 years | 1.84 | 11.37 | 16% |
| Returns for 5 years | -9.84 | -0.98 | 1,004% |
| Returns for 10 years | -4.69 | 14.91 | -31% |
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