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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 23, 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 (761M). 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 : 6.15 vs. AFTEX (1.90). PTRMX return over 5 years is better than : -0.76 vs. AFTEX (-9.52).
| 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 | -1.282 | 0.635 | -202% |
| Front Load | 4% | 2% | 167% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 761M | 3,219% |
| Annual Yield % from dividends | 3.06 | 3.71 | 83% |
| Returns for 1 year | 1.90 | 6.15 | 31% |
| Returns for 3 years | 3.45 | 13.79 | 25% |
| Returns for 5 years | -9.52 | -0.76 | 1,255% |
| Returns for 10 years | -4.98 | 14.12 | -35% |
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