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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
Sep 17, 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: 52.3B vs. FBKWX (41.8B). PTRQX (4.64) and FBKWX (4.50) 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 : -0.60 vs. FBKWX (-0.75). FBKWX return over 5 years is better than : 1.27 vs. PTRQX (-1.30).
| 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 | -1.459 | -1.378 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 52.3B | 80% |
| Annual Yield % from dividends | 4.50 | 4.64 | 97% |
| Returns for 1 year | -0.75 | -0.60 | 126% |
| Returns for 3 years | 14.91 | 15.95 | 93% |
| Returns for 5 years | 1.27 | -1.30 | -98% |
| Returns for 10 years | 21.36 | 17.29 | 124% |
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