Interact to see
Advertisement
Advertisement
CHMYX vs PTYIX
CHMYX vs PTYIX Comparison
Open Charts CHMYX vs PTYIX
CHMYX vs PTYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CHMYX vs. PTYIX commentary
Jun 28, 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 CHMYX is a Hold and PTYIX is a Hold.
FUNDAMENTALS
Fundamentals
PTYIX has more cash in the bank: 3.66B vs. CHMYX (465M). CHMYX pays higher dividends than PTYIX: CHMYX (4.66) vs PTYIX (4.20). CHMYX was incepted earlier than PTYIX: CHMYX (14 years) vs PTYIX (10 years). CHMYX (0.65) is less costly to investors than PTYIX (0.50). CHMYX is a more actively managed with annual turnover of: 32.00 vs. PTYIX (14.20). CHMYX has a lower initial minimum investment than PTYIX: CHMYX (0) vs PTYIX (500000). PTYIX (9.62) and CHMYX (9.37) have marching annual gain over last year. PTYIX return over 5 years is better than : 7.80 vs. CHMYX (4.20).
| CHMYX | PTYIX | CHMYX / PTYIX | |
| Total Expense Ratio | 0.59 | 0.50 | 118% |
| Annual Report Gross Expense Ratio | 0.65 | 0.50 | 130% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 3.612 | 3.596 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 465M | 3.66B | 13% |
| Annual Yield % from dividends | 4.66 | 4.20 | 111% |
| Returns for 1 year | 9.37 | 9.62 | 97% |
| Returns for 3 years | 19.52 | 18.46 | 106% |
| Returns for 5 years | 4.20 | 7.80 | 54% |
| Returns for 10 years | 25.26 | N/A | - |
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 % |
| ARRZX | 12.59 | 0.09 | +0.72% |
| AMG River Road Focused Absolute Value Z | |||
| IVFIX | 4.86 | 0.02 | +0.41% |
| Federated Hermes Intl Strat Val Div IS | |||
| LCBVX | 42.94 | 0.07 | +0.16% |
| ClearBridge Large Cap Value R | |||
| BIICX | 10.66 | N/A | N/A |
| BlackRock Multi-Asset Income Instl | |||
| FSTBX | 23.34 | -0.02 | -0.09% |
| Federated Hermes Global Allocation A | |||