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NUSFX vs PTSRX
NUSFX vs PTSRX Comparison
Open Charts NUSFX vs PTSRX
Northern Ultra-Short Fixed Income
Price$10.30
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.73B
NUSFX vs PTSRX Comparison Chart
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NUSFX vs. PTSRX commentary
May 07, 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: 9.61B vs. NUSFX (1.73B). NUSFX pays higher dividends than PTSRX: NUSFX (4.84) vs PTSRX (4.57). 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: 78.00 vs. NUSFX (21.16). 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 : 5.49 vs. PTSRX (4.78). PTSRX (14.62) and NUSFX (14.35) 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 | 1.650 | 1.125 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 9.61B | 18% |
| Annual Yield % from dividends | 4.84 | 4.57 | 106% |
| Returns for 1 year | 5.49 | 4.78 | 115% |
| Returns for 3 years | 15.21 | 13.67 | 111% |
| Returns for 5 years | 14.35 | 14.62 | 98% |
| Returns for 10 years | 24.76 | 22.80 | 109% |
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