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FBKWX vs PTRQX
FBKWX vs PTRQX Comparison
Open Charts FBKWX vs PTRQX
FBKWX vs PTRQX Comparison Chart in %
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FBKWX vs. PTRQX commentary
Jun 24, 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 FBKWX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.3B vs. FBKWX (42.6B). PTRQX (4.66) and FBKWX (4.46) have matching dividends . FBKWX was incepted earlier than PTRQX: FBKWX (12 years) vs PTRQX (16 years). FBKWX (0.40) and PTRQX (0.40) have similar cost to investors . FBKWX is a more actively managed with annual turnover of: 211.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 5.09 vs. FBKWX (4.75). FBKWX return over 5 years is better than : 4.48 vs. PTRQX (1.93).
| FBKWX | PTRQX | FBKWX / PTRQX | |
| Total Expense Ratio | 0.36 | 0.39 | 92% |
| Annual Report Gross Expense Ratio | 0.40 | 0.40 | 100% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 0.303 | 0.420 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 53.3B | 80% |
| Annual Yield % from dividends | 4.46 | 4.66 | 96% |
| Returns for 1 year | 4.75 | 5.09 | 93% |
| Returns for 3 years | 15.36 | 16.82 | 91% |
| Returns for 5 years | 4.48 | 1.93 | 232% |
| Returns for 10 years | 25.67 | 20.96 | 122% |
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