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NUSFX vs PTSRX
NUSFX vs PTSRX Comparison
Open Charts NUSFX vs PTSRX
Northern Ultra-Short Fixed Income
Price$10.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.85B
NUSFX vs PTSRX Comparison Chart in %
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NUSFX vs. PTSRX commentary
Jun 22, 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 NUSFX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PTSRX has more cash in the bank: 9.58B vs. NUSFX (1.85B). NUSFX pays higher dividends than PTSRX: NUSFX (4.83) vs PTSRX (4.50). NUSFX was incepted earlier than PTSRX: NUSFX (16 years) vs PTSRX (22 years). PTSRX (0.98) is less costly to investors than NUSFX (0.30). PTSRX is a more actively managed with annual turnover of: 108.00 vs. NUSFX (64.34). PTSRX has a lower initial minimum investment than NUSFX: PTSRX (0) vs NUSFX (2500). NUSFX annual gain was more profitable for investors over the last year : 5.37 vs. PTSRX (4.83). NUSFX (13.93) and PTSRX (13.54) have equivalent 5 years return.
| NUSFX | PTSRX | NUSFX / PTSRX | |
| Total Expense Ratio | 0.26 | 0.98 | 27% |
| Annual Report Gross Expense Ratio | 0.30 | 0.98 | 31% |
| Fund Existence | 16 years | 22 years | - |
| Gain YTD | 2.118 | 1.614 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 9.58B | 19% |
| Annual Yield % from dividends | 4.83 | 4.50 | 107% |
| Returns for 1 year | 5.37 | 4.83 | 111% |
| Returns for 3 years | 16.46 | 14.74 | 112% |
| Returns for 5 years | 13.93 | 13.54 | 103% |
| Returns for 10 years | 25.49 | 23.20 | 110% |
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