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AFTFX vs PTRMX
AFTFX vs PTRMX Comparison
Open Charts AFTFX vs PTRMX
AFTFX vs PTRMX Comparison Chart in %
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AFTFX 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 AFTFX is a Hold and PTRMX is a Hold.
FUNDAMENTALS
Fundamentals
AFTFX has more cash in the bank: 24.5B vs. PTRMX (751M). PTRMX pays higher dividends than AFTFX: PTRMX (3.65) vs AFTFX (2.94). 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 : 8.44 vs. AFTFX (3.81). PTRMX return over 5 years is better than : 1.38 vs. AFTFX (-7.94).
| 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 | 0.321 | 2.081 | 15% |
| Front Load | N/A | 2% | - |
| 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 | 2.94 | 3.65 | 80% |
| Returns for 1 year | 3.81 | 8.44 | 45% |
| Returns for 3 years | 3.47 | 13.33 | 26% |
| Returns for 5 years | -7.94 | 1.38 | -575% |
| Returns for 10 years | -2.76 | 18.05 | -15% |
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