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EVOIX vs PQTPX
EVOIX vs PQTPX Comparison Chart in %
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EVOIX vs. PQTPX commentary
Jul 07, 2025
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 EVOIX is a Hold and PQTPX is a Hold.
FUNDAMENTALS
Fundamentals
PQTPX has more cash in the bank: 1.53B vs. EVOIX (28.2M). EVOIX pays higher dividends than PQTPX: EVOIX (10.85) vs PQTPX (0.00). EVOIX was incepted earlier than PQTPX: EVOIX (14 years) vs PQTPX (12 years). PQTPX (2.67) is less costly to investors than EVOIX (2.17). PQTPX is a more actively managed with annual turnover of: 919.00 vs. EVOIX (63.00). EVOIX has a lower initial minimum investment than PQTPX: EVOIX (100000) vs PQTPX (1000000). PQTPX annual gain was more profitable for investors over the last year : -9.62 vs. EVOIX (-14.19). EVOIX return over 5 years is better than : 33.87 vs. PQTPX (12.26).
| EVOIX | PQTPX | EVOIX / PQTPX | |
| Total Expense Ratio | 1.66 | 2.46 | 67% |
| Annual Report Gross Expense Ratio | 2.17 | 2.67 | 81% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -8.013 | -7.618 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.2M | 1.53B | 2% |
| Annual Yield % from dividends | 10.85 | 0.00 | - |
| Returns for 1 year | -14.19 | -9.62 | 147% |
| Returns for 3 years | -4.63 | -20.92 | 22% |
| Returns for 5 years | 33.87 | 12.26 | 276% |
| Returns for 10 years | 19.15 | 21.20 | 90% |