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PQTAX vs PQTIX
PQTAX vs PQTIX Comparison Chart in %
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PQTAX vs. PQTIX 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 PQTAX is a Hold and PQTIX is a Hold.
FUNDAMENTALS
Fundamentals
PQTAX (1.51B) and PQTIX (1.51B) 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 (11 years) vs PQTIX (11 years). PQTAX (2.97) is less costly to investors than PQTIX (2.57). 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 (-13.07) and PQTAX (-13.42) have marching annual gain over last year. PQTIX return over 5 years is better than : 10.61 vs. PQTAX (8.43).
| PQTAX | PQTIX | PQTAX / PQTIX | |
| Total Expense Ratio | 2.76 | 2.36 | 117% |
| Annual Report Gross Expense Ratio | 2.97 | 2.57 | 116% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -10.284 | -10.153 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 1.51B | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -13.42 | -13.07 | 103% |
| Returns for 3 years | -26.06 | -25.11 | 104% |
| Returns for 5 years | 8.43 | 10.61 | 79% |
| Returns for 10 years | 13.66 | 18.28 | 75% |
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