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IIBTX vs PTTNX
IIBTX vs PTTNX Comparison
Open Charts IIBTX vs PTTNX
IIBTX vs PTTNX Comparison Chart in %
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IIBTX vs. PTTNX 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 IIBTX is a Hold and PTTNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 46.9B vs. IIBTX (876M). PTTNX (4.55) and IIBTX (4.44) have matching dividends . IIBTX was incepted earlier than PTTNX: IIBTX (18 years) vs PTTNX (8 years). IIBTX (1.10) is less costly to investors than PTTNX (0.73). PTTNX is a more actively managed with annual turnover of: 497.00 vs. IIBTX (117.00). IIBTX has a lower initial minimum investment than PTTNX: IIBTX (0) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 3.95 vs. IIBTX (2.79). PTTNX return over 5 years is better than : 1.16 vs. IIBTX (-1.93).
| IIBTX | PTTNX | IIBTX / PTTNX | |
| Total Expense Ratio | 0.95 | 0.68 | 140% |
| Annual Report Gross Expense Ratio | 1.10 | 0.73 | 151% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 0.018 | -0.115 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 46.9B | 2% |
| Annual Yield % from dividends | 4.44 | 4.55 | 97% |
| Returns for 1 year | 2.79 | 3.95 | 71% |
| Returns for 3 years | 16.26 | 18.68 | 87% |
| Returns for 5 years | -1.93 | 1.16 | -166% |
| Returns for 10 years | 12.72 | N/A | - |
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