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NHMRX vs PTYIX
NHMRX vs PTYIX Comparison
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NHMRX vs PTYIX Comparison Chart in %
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NHMRX vs. PTYIX commentary
Aug 26, 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 NHMRX is a Hold and PTYIX is a Hold.
FUNDAMENTALS
Fundamentals
NHMRX has more cash in the bank: 12.5B vs. PTYIX (3.55B). NHMRX pays higher dividends than PTYIX: NHMRX (5.73) vs PTYIX (4.31). NHMRX was incepted earlier than PTYIX: NHMRX (27 years) vs PTYIX (10 years). NHMRX (1.80) is less costly to investors than PTYIX (0.50). PTYIX is a more actively managed with annual turnover of: 18.80 vs. NHMRX (15.00). NHMRX has a lower initial minimum investment than PTYIX: NHMRX (100000) vs PTYIX (500000). NHMRX (8.63) and PTYIX (8.23) have marching annual gain over last year. PTYIX return over 5 years is better than : 5.41 vs. NHMRX (-0.11).
| NHMRX | PTYIX | NHMRX / PTYIX | |
| Total Expense Ratio | 1.80 | 0.50 | 360% |
| Annual Report Gross Expense Ratio | 1.80 | 0.50 | 360% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | 1.847 | 2.233 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 3.55B | 352% |
| Annual Yield % from dividends | 5.73 | 4.31 | 133% |
| Returns for 1 year | 8.63 | 8.23 | 105% |
| Returns for 3 years | 15.16 | 18.69 | 81% |
| Returns for 5 years | -0.11 | 5.41 | -2% |
| Returns for 10 years | 23.81 | N/A | - |
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