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NEFRX vs PTTNX
NEFRX vs PTTNX Comparison
Open Charts NEFRX vs PTTNX
Loomis Sayles Core Plus Bond A
Price$11.40
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets7.68B
PIMCO Total Return I-3
Price$8.60
Change-$0.01 (-0.12%)
VolumeN/A
Net Assets44.45B
NEFRX vs PTTNX Comparison Chart in %
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NEFRX vs. PTTNX commentary
Jul 09, 2025
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 NEFRX is a Hold and PTTNX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 44.4B vs. NEFRX (7.68B). PTTNX pays higher dividends than NEFRX: PTTNX (4.43) vs NEFRX (3.95). NEFRX was incepted earlier than PTTNX: NEFRX (52 years) vs PTTNX (7 years). NEFRX (0.75) is less costly to investors than PTTNX (0.71). PTTNX is a more actively managed with annual turnover of: 469.00 vs. NEFRX (170.00). NEFRX has a lower initial minimum investment than PTTNX: NEFRX (2500) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 5.78 vs. NEFRX (4.32). NEFRX (-4.94) and PTTNX (-5.07) have equivalent 5 years return.
| NEFRX | PTTNX | NEFRX / PTTNX | |
| Total Expense Ratio | 0.74 | 0.66 | 112% |
| Annual Report Gross Expense Ratio | 0.75 | 0.71 | 106% |
| Fund Existence | 52 years | 7 years | - |
| Gain YTD | 3.801 | 4.153 | 92% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.68B | 44.4B | 17% |
| Annual Yield % from dividends | 3.95 | 4.43 | 89% |
| Returns for 1 year | 4.32 | 5.78 | 75% |
| Returns for 3 years | 8.38 | 10.27 | 82% |
| Returns for 5 years | -4.94 | -5.07 | 98% |
| Returns for 10 years | 19.89 | N/A | - |
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