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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
Sep 15, 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: 47B vs. IIBTX (864M). PTTNX (4.49) and IIBTX (4.43) 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 (0.72). 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 : 0.36 vs. IIBTX (-0.69). PTTNX return over 5 years is better than : -0.48 vs. IIBTX (-3.71).
| IIBTX | PTTNX | IIBTX / PTTNX | |
| Total Expense Ratio | 0.95 | 0.67 | 142% |
| Annual Report Gross Expense Ratio | 1.10 | 0.72 | 153% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | -1.403 | -1.413 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 47B | 2% |
| Annual Yield % from dividends | 4.43 | 4.49 | 99% |
| Returns for 1 year | -0.69 | 0.36 | -194% |
| Returns for 3 years | 13.68 | 16.18 | 85% |
| Returns for 5 years | -3.71 | -0.48 | 771% |
| Returns for 10 years | 11.62 | N/A | - |
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