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PQTAX vs PQTIX
PQTAX vs PQTIX Comparison Chart in %
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PQTAX vs. PQTIX commentary
Sep 09, 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 PQTAX is a Hold and PQTIX is a Hold.
FUNDAMENTALS
Fundamentals
PQTAX (1.53B) and PQTIX (1.53B) have equal amount of cash in the bank . PQTAX (0.00) and PQTIX (0.00) have matching dividends . PQTAX was incepted earlier than PQTIX: PQTAX (12 years) vs PQTIX (12 years). PQTAX (2.16) is less costly to investors than PQTIX (1.76). PQTAX (919.00) and PQTIX (919.00) have comparable annual turnover. PQTAX has a lower initial minimum investment than PQTIX: PQTAX (1000) vs PQTIX (1000000). PQTIX annual gain was more profitable for investors over the last year : -4.06 vs. PQTAX (-4.44). PQTIX return over 5 years is better than : 15.93 vs. PQTAX (13.66).
| PQTAX | PQTIX | PQTAX / PQTIX | |
| Total Expense Ratio | 1.94 | 1.54 | 126% |
| Annual Report Gross Expense Ratio | 2.16 | 1.76 | 123% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | -5.093 | -4.885 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.53B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -4.44 | -4.06 | 109% |
| Returns for 3 years | -16.13 | -15.09 | 107% |
| Returns for 5 years | 13.66 | 15.93 | 86% |
| Returns for 10 years | 21.89 | 26.94 | 81% |
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