Interact to see
Advertisement
Advertisement
AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
AFTFX vs PTRMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AFTFX 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 AFTFX is a Hold and PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 25B vs. PTRMX (760M). PTRMX pays higher dividends than AFTFX: PTRMX (3.71) vs AFTFX (2.98). AFTFX was incepted earlier than PTRMX: AFTFX (25 years) vs PTRMX (14 years). PTRMX (0.73) is less costly to investors than AFTFX (0.63). PTRMX is a more actively managed with annual turnover of: 62.00 vs. AFTFX (56.00). AFTFX has a lower initial minimum investment than PTRMX: AFTFX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 6.77 vs. AFTFX (2.15). PTRMX return over 5 years is better than : -0.98 vs. AFTFX (-9.87).
| AFTFX | PTRMX | AFTFX / PTRMX | |
| Total Expense Ratio | 0.63 | 0.73 | 86% |
| Annual Report Gross Expense Ratio | 0.63 | 0.73 | 86% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | -1.202 | 0.886 | -136% |
| Front Load | N/A | 2% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25B | 760M | 3,289% |
| Annual Yield % from dividends | 2.98 | 3.71 | 80% |
| Returns for 1 year | 2.15 | 6.77 | 32% |
| Returns for 3 years | 1.82 | 11.37 | 16% |
| Returns for 5 years | -9.87 | -0.98 | 1,006% |
| Returns for 10 years | -4.81 | 14.91 | -32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GSVUX | 19.65 | 0.22 | +1.13% |
| Goldman Sachs Large Cap Value R6 | |||
| FDTOX | 40.36 | 0.34 | +0.85% |
| Fidelity Advisor Diversified Stock A | |||
| MGTCX | 7.20 | 0.03 | +0.42% |
| Transamerica Mid Cap Growth C | |||
| RSLCX | 75.00 | 0.24 | +0.32% |
| American Funds SMALLCAP World R-3 | |||
| MRFOX | 35.84 | -0.12 | -0.33% |
| Marshfield Concentrated Opportunity | |||