Interact to see
Advertisement
Advertisement
NHMRX vs PTYIX
NHMRX vs PTYIX Comparison
Open Charts NHMRX vs PTYIX
NHMRX vs PTYIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NHMRX vs. PTYIX commentary
Sep 19, 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: 11.8B vs. PTYIX (3.53B). NHMRX pays higher dividends than PTYIX: NHMRX (5.78) vs PTYIX (4.29). NHMRX was incepted earlier than PTYIX: NHMRX (27 years) vs PTYIX (10 years). NHMRX (1.70) 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). PTYIX annual gain was more profitable for investors over the last year : 1.43 vs. NHMRX (-0.48). PTYIX return over 5 years is better than : 2.81 vs. NHMRX (-3.73).
| NHMRX | PTYIX | NHMRX / PTYIX | |
| Total Expense Ratio | 1.70 | 0.50 | 340% |
| Annual Report Gross Expense Ratio | 1.70 | 0.50 | 340% |
| Fund Existence | 27 years | 10 years | - |
| Gain YTD | -1.584 | -0.195 | 812% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 500000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.8B | 3.53B | 335% |
| Annual Yield % from dividends | 5.78 | 4.29 | 135% |
| Returns for 1 year | -0.48 | 1.43 | -33% |
| Returns for 3 years | 11.52 | 15.83 | 73% |
| Returns for 5 years | -3.73 | 2.81 | -133% |
| Returns for 10 years | 20.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers