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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
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 NHMRX is a Hold and PTYIX is a Hold.
FUNDAMENTALS
Fundamentals
NHMRX has more cash in the bank: 12.9B vs. PTYIX (3.69B). NHMRX pays higher dividends than PTYIX: NHMRX (5.58) vs PTYIX (4.19). 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). NHMRX is a more actively managed with annual turnover of: 18.00 vs. PTYIX (14.20). NHMRX has a lower initial minimum investment than PTYIX: NHMRX (100000) vs PTYIX (500000). PTYIX (9.83) and NHMRX (9.80) have marching annual gain over last year. PTYIX return over 5 years is better than : 8.01 vs. NHMRX (2.71).
| 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 | 4.527 | 4.142 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 3.69B | 350% |
| Annual Yield % from dividends | 5.58 | 4.19 | 133% |
| Returns for 1 year | 9.80 | 9.83 | 100% |
| Returns for 3 years | 15.01 | 19.01 | 79% |
| Returns for 5 years | 2.71 | 8.01 | 34% |
| Returns for 10 years | 27.00 | N/A | - |
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