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IIBAX vs PTRQX
IIBAX vs PTRQX Comparison
Open Charts IIBAX vs PTRQX
IIBAX vs PTRQX Comparison Chart in %
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IIBAX vs. PTRQX commentary
Sep 09, 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 IIBAX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.1B vs. IIBAX (11.1B). PTRQX (4.64) and IIBAX (4.45) have matching dividends . IIBAX was incepted earlier than PTRQX: IIBAX (28 years) vs PTRQX (16 years). IIBAX (0.70) is less costly to investors than PTRQX (0.40). IIBAX is a more actively managed with annual turnover of: 202.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 1.02 vs. IIBAX (0.46). PTRQX return over 5 years is better than : -0.15 vs. IIBAX (-1.56).
| IIBAX | PTRQX | IIBAX / PTRQX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.70 | 0.40 | 175% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | -0.297 | -0.023 | 1,301% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 53.1B | 21% |
| Annual Yield % from dividends | 4.45 | 4.64 | 96% |
| Returns for 1 year | 0.46 | 1.02 | 45% |
| Returns for 3 years | 14.95 | 17.14 | 87% |
| Returns for 5 years | -1.56 | -0.15 | 1,049% |
| Returns for 10 years | 16.25 | 18.50 | 88% |
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