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ITBAX vs PTRQX
ITBAX vs PTRQX Comparison
Open Charts ITBAX vs PTRQX
ITBAX vs PTRQX Comparison Chart in %
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ITBAX vs. PTRQX commentary
Jun 24, 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 ITBAX is a Hold and PTRQX is a Hold.
FUNDAMENTALS
Fundamentals
PTRQX has more cash in the bank: 53.3B vs. ITBAX (4.31B). PTRQX pays higher dividends than ITBAX: PTRQX (4.66) vs ITBAX (3.97). ITBAX was incepted earlier than PTRQX: ITBAX (30 years) vs PTRQX (16 years). ITBAX (0.66) is less costly to investors than PTRQX (0.40). PTRQX is a more actively managed with annual turnover of: 91.00 vs. ITBAX (64.00). PTRQX annual gain was more profitable for investors over the last year : 5.62 vs. ITBAX (5.05). PTRQX return over 5 years is better than : 2.19 vs. ITBAX (-1.00).
| ITBAX | PTRQX | ITBAX / PTRQX | |
| Total Expense Ratio | 0.66 | 0.39 | 169% |
| Annual Report Gross Expense Ratio | 0.66 | 0.40 | 165% |
| Fund Existence | 30 years | 16 years | - |
| Gain YTD | 0.401 | 0.671 | 60% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 53.3B | 8% |
| Annual Yield % from dividends | 3.97 | 4.66 | 85% |
| Returns for 1 year | 5.05 | 5.62 | 90% |
| Returns for 3 years | 13.88 | 17.11 | 81% |
| Returns for 5 years | -1.00 | 2.19 | -46% |
| Returns for 10 years | 19.05 | 21.26 | 90% |
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