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PTDAX vs RCKTX
PTDAX vs RCKTX Comparison Chart
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PTDAX vs. RCKTX 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 RCKTX is a Hold.
FUNDAMENTALS
Fundamentals
RCKTX has more cash in the bank: 46.6B vs. PTDAX (4.63B). PTDAX pays higher dividends than RCKTX: PTDAX (1.58) vs RCKTX (0.93). PTDAX was incepted earlier than RCKTX: PTDAX (20 years) vs RCKTX (18 years). RCKTX (1.00) is less costly to investors than PTDAX (0.93). PTDAX is a more actively managed with annual turnover of: 34.80 vs. RCKTX (6.00). RCKTX has a lower initial minimum investment than PTDAX: RCKTX (250) vs PTDAX (1000). RCKTX annual gain was more profitable for investors over the last year : 9.42 vs. PTDAX (3.79). RCKTX return over 5 years is better than : 43.19 vs. PTDAX (22.08).
| PTDAX | RCKTX | PTDAX / RCKTX | |
| Total Expense Ratio | 0.93 | 1.00 | 93% |
| Annual Report Gross Expense Ratio | 0.93 | 1.00 | 93% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 4.684 | 6.498 | 72% |
| 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 | 0.93 | 170% |
| Returns for 1 year | 3.79 | 9.42 | 40% |
| Returns for 3 years | 21.06 | 35.94 | 59% |
| Returns for 5 years | 22.08 | 43.19 | 51% |
| Returns for 10 years | 24.88 | 65.53 | 38% |