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PIOBX vs PTTRX
PIOBX vs PTTRX Comparison
Open Charts PIOBX vs PTTRX
PIMCO Total Return Instl
Price$8.61
Change+$0.03 (+0.35%)
VolumeN/A
Net Assets45.17B
PIOBX vs PTTRX Comparison Chart
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PIOBX vs. PTTRX commentary
Apr 28, 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 PIOBX is a Hold and PTTRX is a Hold.
FUNDAMENTALS
Fundamentals
PTTRX has more cash in the bank: 45.2B vs. PIOBX (4.92B). PIOBX (4.68) and PTTRX (4.60) have matching dividends . PIOBX was incepted earlier than PTTRX: PIOBX (47 years) vs PTTRX (38 years). PIOBX (0.81) is less costly to investors than PTTRX (0.51). PTTRX is a more actively managed with annual turnover of: 469.00 vs. PIOBX (57.00). PIOBX has a lower initial minimum investment than PTTRX: PIOBX (1000) vs PTTRX (1000000). PTTRX (8.68) and PIOBX (8.45) have marching annual gain over last year. PIOBX return over 5 years is better than : 1.52 vs. PTTRX (-3.41).
| PIOBX | PTTRX | PIOBX / PTTRX | |
| Total Expense Ratio | 0.81 | 0.51 | 159% |
| Annual Report Gross Expense Ratio | 0.81 | 0.51 | 159% |
| Fund Existence | 47 years | 38 years | - |
| Gain YTD | 2.627 | 2.677 | 98% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.92B | 45.2B | 11% |
| Annual Yield % from dividends | 4.68 | 4.60 | 102% |
| Returns for 1 year | 8.45 | 8.68 | 97% |
| Returns for 3 years | 4.29 | 5.91 | 73% |
| Returns for 5 years | 1.52 | -3.41 | -44% |
| Returns for 10 years | 13.73 | 11.73 | 117% |
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