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IORHX vs PTYIX
IORHX vs PTYIX Comparison
Open Charts IORHX vs PTYIX
IORHX vs PTYIX Comparison Chart in %
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IORHX vs. PTYIX 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 IORHX is a Hold and PTYIX is a Hold.
FUNDAMENTALS
Fundamentals
IORHX has more cash in the bank: 8.76B vs. PTYIX (3.64B). IORHX pays higher dividends than PTYIX: IORHX (5.71) vs PTYIX (4.20). IORHX was incepted earlier than PTYIX: IORHX (7 years) vs PTYIX (10 years). IORHX (0.94) is less costly to investors than PTYIX (0.50). IORHX is a more actively managed with annual turnover of: 33.00 vs. PTYIX (14.20). PTYIX has a lower initial minimum investment than IORHX: PTYIX (500000) vs IORHX (1000000). PTYIX annual gain was more profitable for investors over the last year : 9.45 vs. IORHX (7.51). PTYIX return over 5 years is better than : 7.23 vs. IORHX (3.77).
| IORHX | PTYIX | IORHX / PTYIX | |
| Total Expense Ratio | 0.94 | 0.50 | 188% |
| Annual Report Gross Expense Ratio | 0.94 | 0.50 | 188% |
| Fund Existence | 7 years | 10 years | - |
| Gain YTD | 2.875 | 3.046 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.76B | 3.64B | 241% |
| Annual Yield % from dividends | 5.71 | 4.20 | 136% |
| Returns for 1 year | 7.51 | 9.45 | 79% |
| Returns for 3 years | 13.81 | 18.27 | 76% |
| Returns for 5 years | 3.77 | 7.23 | 52% |
| Returns for 10 years | N/A | N/A | - |
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