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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
Aug 03, 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: 52.9B vs. FBKWX (41.9B). FBKWX pays higher dividends than PTRQX: FBKWX (4.51) vs PTRQX (4.12). 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). FBKWX annual gain was more profitable for investors over the last year : 2.97 vs. PTRQX (2.82). FBKWX return over 5 years is better than : 2.33 vs. PTRQX (-1.09).
| 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 | -0.344 | -0.793 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 52.9B | 79% |
| Annual Yield % from dividends | 4.51 | 4.12 | 109% |
| Returns for 1 year | 2.97 | 2.82 | 105% |
| Returns for 3 years | 14.89 | 15.45 | 96% |
| Returns for 5 years | 2.33 | -1.09 | -213% |
| Returns for 10 years | 23.01 | 17.32 | 133% |
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