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PTEZX vs RWMFX
PTEZX vs RWMFX Comparison
Open Charts PTEZX vs RWMFX
PTEZX vs RWMFX Comparison Chart in %
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PTEZX vs. RWMFX commentary
Jul 14, 2026
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 PTEZX is a Hold and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 219B vs. PTEZX (1.06B). RWMFX pays higher dividends than PTEZX: RWMFX (1.44) vs PTEZX (0.73). PTEZX was incepted earlier than RWMFX: PTEZX (27 years) vs RWMFX (24 years). PTEZX (0.52) is less costly to investors than RWMFX (0.31). PTEZX is a more actively managed with annual turnover of: 123.00 vs. RWMFX (29.00). PTEZX annual gain was more profitable for investors over the last year : 13.32 vs. RWMFX (5.76). PTEZX (29.22) and RWMFX (28.02) have equivalent 5 years return.
| PTEZX | RWMFX | PTEZX / RWMFX | |
| Total Expense Ratio | 0.49 | 0.31 | 158% |
| Annual Report Gross Expense Ratio | 0.52 | 0.31 | 168% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 12.320 | 3.858 | 319% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 219B | 0% |
| Annual Yield % from dividends | 0.73 | 1.44 | 50% |
| Returns for 1 year | 13.32 | 5.76 | 231% |
| Returns for 3 years | 42.76 | 29.17 | 147% |
| Returns for 5 years | 29.22 | 28.02 | 104% |
| Returns for 10 years | 74.79 | 77.65 | 96% |
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