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FXAIX vs PTMAX
FXAIX vs PTMAX Comparison
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FXAIX vs PTMAX Comparison Chart in %
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FXAIX vs. PTMAX commentary
Jun 30, 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 FXAIX is a Hold and PTMAX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. PTMAX (1.03B). FXAIX pays higher dividends than PTMAX: FXAIX (1.03) vs PTMAX (0.60). FXAIX was incepted earlier than PTMAX: FXAIX (15 years) vs PTMAX (27 years). PTMAX (0.78) is less costly to investors than FXAIX (0.01). PTMAX is a more actively managed with annual turnover of: 123.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than PTMAX: FXAIX (0) vs PTMAX (1000). FXAIX annual gain was more profitable for investors over the last year : 20.56 vs. PTMAX (11.35). FXAIX return over 5 years is better than : 83.78 vs. PTMAX (25.05).
| FXAIX | PTMAX | FXAIX / PTMAX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.78 | 2% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | 8.052 | 9.049 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 1.03B | 80,934% |
| Annual Yield % from dividends | 1.03 | 0.60 | 171% |
| Returns for 1 year | 20.56 | 11.35 | 181% |
| Returns for 3 years | 71.99 | 40.68 | 177% |
| Returns for 5 years | 83.78 | 25.05 | 334% |
| Returns for 10 years | 287.52 | 73.55 | 391% |
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