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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
Sep 21, 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: 52.3B vs. ITBAX (4.07B). PTRQX pays higher dividends than ITBAX: PTRQX (4.64) vs ITBAX (4.05). 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 : -0.11 vs. ITBAX (-0.77). PTRQX return over 5 years is better than : -1.30 vs. ITBAX (-4.41).
| 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 | -1.780 | -1.378 | 129% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.07B | 52.3B | 8% |
| Annual Yield % from dividends | 4.05 | 4.64 | 87% |
| Returns for 1 year | -0.77 | -0.11 | 700% |
| Returns for 3 years | 13.76 | 16.15 | 85% |
| Returns for 5 years | -4.41 | -1.30 | 338% |
| Returns for 10 years | 15.02 | 17.13 | 88% |
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