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PTBPX vs RACTX
PTBPX vs RACTX Comparison Chart in %
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PTBPX vs. RACTX 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 PTBPX is a Hold and RACTX is a Hold.
FUNDAMENTALS
Fundamentals
RACTX has more cash in the bank: 14.9B vs. PTBPX (2.07B). PTBPX pays higher dividends than RACTX: PTBPX (2.69) vs RACTX (1.89). PTBPX was incepted earlier than RACTX: PTBPX (24 years) vs RACTX (18 years). RACTX (1.39) is less costly to investors than PTBPX (0.76). PTBPX is a more actively managed with annual turnover of: 27.40 vs. RACTX (5.00). PTBPX has a lower initial minimum investment than RACTX: PTBPX (0) vs RACTX (250). RACTX annual gain was more profitable for investors over the last year : 6.28 vs. PTBPX (2.22). RACTX return over 5 years is better than : 15.96 vs. PTBPX (2.72).
| PTBPX | RACTX | PTBPX / RACTX | |
| Total Expense Ratio | 0.76 | 1.39 | 55% |
| Annual Report Gross Expense Ratio | 0.76 | 1.39 | 55% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 3.607 | 5.263 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 14.9B | 14% |
| Annual Yield % from dividends | 2.69 | 1.89 | 143% |
| Returns for 1 year | 2.22 | 6.28 | 35% |
| Returns for 3 years | 9.13 | 19.16 | 48% |
| Returns for 5 years | 2.72 | 15.96 | 17% |
| Returns for 10 years | 5.08 | 27.97 | 18% |
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