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PIOBX vs PTTRX
PIOBX vs PTTRX Comparison
Open Charts PIOBX vs PTTRX
PIOBX vs PTTRX Comparison Chart in %
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PIOBX vs. PTTRX commentary
Aug 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 PIOBX is a Hold and PTTRX is a Hold.
FUNDAMENTALS
Fundamentals
PTTRX has more cash in the bank: 47.7B vs. PIOBX (5.24B). PTTRX pays higher dividends than PIOBX: PTTRX (4.71) vs PIOBX (4.19). PIOBX was incepted earlier than PTTRX: PIOBX (48 years) vs PTTRX (39 years). PIOBX (0.81) is less costly to investors than PTTRX (0.53). PTTRX is a more actively managed with annual turnover of: 497.00 vs. PIOBX (44.00). PIOBX has a lower initial minimum investment than PTTRX: PIOBX (2500) vs PTTRX (1000000). PTTRX annual gain was more profitable for investors over the last year : 3.27 vs. PIOBX (2.15). PTTRX return over 5 years is better than : 1.09 vs. PIOBX (-4.14).
| PIOBX | PTTRX | PIOBX / PTTRX | |
| Total Expense Ratio | 0.81 | 0.53 | 153% |
| Annual Report Gross Expense Ratio | 0.81 | 0.53 | 153% |
| Fund Existence | 48 years | 39 years | - |
| Gain YTD | -0.637 | -0.375 | 170% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.24B | 47.7B | 11% |
| Annual Yield % from dividends | 4.19 | 4.71 | 89% |
| Returns for 1 year | 2.15 | 3.27 | 66% |
| Returns for 3 years | 14.90 | 16.69 | 89% |
| Returns for 5 years | -4.14 | 1.09 | -380% |
| Returns for 10 years | 15.49 | 18.65 | 83% |
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