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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
Jun 11, 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: 53.2B vs. IIBAX (11.2B). PTRQX pays higher dividends than IIBAX: PTRQX (4.66) vs IIBAX (4.32). IIBAX was incepted earlier than PTRQX: IIBAX (28 years) vs PTRQX (15 years). IIBAX (0.68) is less costly to investors than PTRQX (0.40). IIBAX is a more actively managed with annual turnover of: 152.00 vs. PTRQX (91.00). PTRQX annual gain was more profitable for investors over the last year : 5.80 vs. IIBAX (4.62). PTRQX return over 5 years is better than : 1.56 vs. IIBAX (-0.09).
| IIBAX | PTRQX | IIBAX / PTRQX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.40 | 170% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 0.069 | 0.252 | 27% |
| Front Load | 3% | N/A | - |
| Min. Initial Investment | 1000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 53.2B | 21% |
| Annual Yield % from dividends | 4.32 | 4.66 | 93% |
| Returns for 1 year | 4.62 | 5.80 | 80% |
| Returns for 3 years | 14.27 | 16.92 | 84% |
| Returns for 5 years | -0.09 | 1.56 | -6% |
| Returns for 10 years | 18.33 | 20.84 | 88% |
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