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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
Jun 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 AFTEX is a Hold and PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTEX has more cash in the bank: 24.5B vs. PTRMX (751M). PTRMX pays higher dividends than AFTEX: PTRMX (3.65) vs AFTEX (3.02). 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 : 8.44 vs. AFTEX (3.81). PTRMX return over 5 years is better than : 1.38 vs. AFTEX (-7.92).
| 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 | 0.321 | 2.081 | 15% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 751M | 3,262% |
| Annual Yield % from dividends | 3.02 | 3.65 | 83% |
| Returns for 1 year | 3.81 | 8.44 | 45% |
| Returns for 3 years | 3.49 | 13.33 | 26% |
| Returns for 5 years | -7.92 | 1.38 | -573% |
| Returns for 10 years | -2.64 | 18.05 | -15% |
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