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PTDAX vs RBKTX
PTDAX vs RBKTX Comparison Chart
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PTDAX vs. RBKTX commentary
Jun 17, 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 PTDAX is a Hold and RBKTX is a Hold.
FUNDAMENTALS
Fundamentals
RBKTX has more cash in the bank: 46.6B vs. PTDAX (4.63B). PTDAX pays higher dividends than RBKTX: PTDAX (1.58) vs RBKTX (0.55). PTDAX was incepted earlier than RBKTX: PTDAX (20 years) vs RBKTX (18 years). RBKTX (1.45) is less costly to investors than PTDAX (0.93). PTDAX is a more actively managed with annual turnover of: 34.80 vs. RBKTX (6.00). RBKTX has a lower initial minimum investment than PTDAX: RBKTX (250) vs PTDAX (1000). RBKTX annual gain was more profitable for investors over the last year : 8.94 vs. PTDAX (3.79). RBKTX return over 5 years is better than : 40.69 vs. PTDAX (22.08).
| PTDAX | RBKTX | PTDAX / RBKTX | |
| Total Expense Ratio | 0.93 | 1.45 | 64% |
| Annual Report Gross Expense Ratio | 0.93 | 1.45 | 64% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 4.684 | 6.300 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 46.6B | 10% |
| Annual Yield % from dividends | 1.58 | 0.55 | 285% |
| Returns for 1 year | 3.79 | 8.94 | 42% |
| Returns for 3 years | 21.06 | 34.53 | 61% |
| Returns for 5 years | 22.08 | 40.69 | 54% |
| Returns for 10 years | 24.88 | 62.12 | 40% |
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