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 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 AFTFX is a Hold and PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 24.5B vs. PTRMX (761M). 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 : 6.15 vs. AFTFX (1.90). PTRMX return over 5 years is better than : -0.76 vs. AFTFX (-9.55).
| 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 | -1.282 | 0.635 | -202% |
| Front Load | N/A | 2% | - |
| 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 | 2.98 | 3.71 | 80% |
| Returns for 1 year | 1.90 | 6.15 | 31% |
| Returns for 3 years | 3.43 | 13.79 | 25% |
| Returns for 5 years | -9.55 | -0.76 | 1,258% |
| Returns for 10 years | -5.10 | 14.12 | -36% |
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 % |
| BFGUX | 66.39 | 1.08 | +1.65% |
| Baron Focused Growth R6 | |||
| HRIIX | 20.25 | 0.18 | +0.90% |
| Hood River International Opportunity Inv | |||
| HOOTX | 35.21 | 0.18 | +0.51% |
| Hartford Schroders US Small Cap Opps R5 | |||
| CLBEX | 40.91 | 0.15 | +0.37% |
| American Funds American Balanced 529-E | |||
| TBLIX | 38.14 | 0.06 | +0.16% |
| Transamerica Multi-Managed Balanced I | |||