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FBKWX vs PTTNX
FBKWX vs PTTNX Comparison
Open Charts FBKWX vs PTTNX
FBKWX vs PTTNX Comparison Chart in %
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FBKWX vs. PTTNX 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 PTTNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 47.7B vs. FBKWX (41.9B). PTTNX (4.55) and FBKWX (4.51) have matching dividends . FBKWX was incepted earlier than PTTNX: FBKWX (12 years) vs PTTNX (8 years). PTTNX (0.73) is less costly to investors than FBKWX (0.40). PTTNX is a more actively managed with annual turnover of: 497.00 vs. FBKWX (211.00). FBKWX has a lower initial minimum investment than PTTNX: FBKWX (0) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 4.07 vs. FBKWX (2.97). FBKWX return over 5 years is better than : 2.33 vs. PTTNX (0.52).
| FBKWX | PTTNX | FBKWX / PTTNX | |
| Total Expense Ratio | 0.36 | 0.68 | 53% |
| Annual Report Gross Expense Ratio | 0.40 | 0.73 | 55% |
| Fund Existence | 12 years | 8 years | - |
| Gain YTD | -0.344 | -0.462 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 47.7B | 88% |
| Annual Yield % from dividends | 4.51 | 4.55 | 99% |
| Returns for 1 year | 2.97 | 4.07 | 73% |
| Returns for 3 years | 14.89 | 16.16 | 92% |
| Returns for 5 years | 2.33 | 0.52 | 446% |
| Returns for 10 years | 23.01 | N/A | - |
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