Interact to see
Advertisement
Advertisement
IORHX vs PTYIX
IORHX vs PTYIX Comparison
Open Charts IORHX vs PTYIX
IORHX vs PTYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IORHX vs. PTYIX commentary
Jul 05, 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: 8.85B vs. PTYIX (3.69B). IORHX pays higher dividends than PTYIX: IORHX (5.65) vs PTYIX (4.19). 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 : 9.83 vs. IORHX (7.98). PTYIX return over 5 years is better than : 8.01 vs. IORHX (4.75).
| 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 | 3.988 | 4.142 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 500000 | 200% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.85B | 3.69B | 240% |
| Annual Yield % from dividends | 5.65 | 4.19 | 135% |
| Returns for 1 year | 7.98 | 9.83 | 81% |
| Returns for 3 years | 14.38 | 19.01 | 76% |
| Returns for 5 years | 4.75 | 8.01 | 59% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers