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FSMTX vs PTRQX
FSMTX vs PTRQX Comparison
Open Charts FSMTX vs PTRQX
FSMTX vs PTRQX Comparison Chart in %
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FSMTX vs. PTRQX commentary
Jun 04, 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 FSMTX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.5B vs. FSMTX (22.3B). PTRQX (4.66) and FSMTX (4.56) have matching dividends . FSMTX was incepted earlier than PTRQX: FSMTX (8 years) vs PTRQX (15 years). PTRQX (0.40) is less costly to investors than FSMTX (0.29). FSMTX is a more actively managed with annual turnover of: 214.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 6.25 vs. FSMTX (5.81). FSMTX return over 5 years is better than : 5.05 vs. PTRQX (2.68).
| FSMTX | PTRQX | FSMTX / PTRQX | |
| Total Expense Ratio | 0.29 | 0.39 | 74% |
| Annual Report Gross Expense Ratio | 0.29 | 0.40 | 72% |
| Fund Existence | 8 years | 15 years | - |
| Gain YTD | 0.579 | 0.671 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 53.5B | 42% |
| Annual Yield % from dividends | 4.56 | 4.66 | 98% |
| Returns for 1 year | 5.81 | 6.25 | 93% |
| Returns for 3 years | 16.36 | 17.31 | 95% |
| Returns for 5 years | 5.05 | 2.68 | 188% |
| Returns for 10 years | N/A | 21.85 | - |
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