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GIBAX vs PTRQX
GIBAX vs PTRQX Comparison
Open Charts GIBAX vs PTRQX
GIBAX vs PTRQX Comparison Chart in %
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GIBAX vs. PTRQX commentary
Aug 25, 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 GIBAX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.1B vs. GIBAX (31.9B). GIBAX pays higher dividends than PTRQX: GIBAX (4.97) vs PTRQX (4.55). GIBAX was incepted earlier than PTRQX: GIBAX (15 years) vs PTRQX (16 years). GIBAX (0.83) is less costly to investors than PTRQX (0.40). PTRQX is a more actively managed with annual turnover of: 91.00 vs. GIBAX (49.00). PTRQX annual gain was more profitable for investors over the last year : 3.09 vs. GIBAX (2.43). PTRQX return over 5 years is better than : -0.23 vs. GIBAX (-1.98).
| GIBAX | PTRQX | GIBAX / PTRQX | |
| Total Expense Ratio | 0.77 | 0.39 | 197% |
| Annual Report Gross Expense Ratio | 0.83 | 0.40 | 207% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | -0.291 | -0.200 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.9B | 53.1B | 60% |
| Annual Yield % from dividends | 4.97 | 4.55 | 109% |
| Returns for 1 year | 2.43 | 3.09 | 79% |
| Returns for 3 years | 17.30 | 18.25 | 95% |
| Returns for 5 years | -1.98 | -0.23 | 854% |
| Returns for 10 years | 20.57 | 17.63 | 117% |
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