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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
Sep 12, 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 Buy and RWMFX is a Buy.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 218B vs. PTEZX (1.06B). RWMFX pays higher dividends than PTEZX: RWMFX (1.41) vs PTEZX (0.71). PTEZX was incepted earlier than RWMFX: PTEZX (28 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 (32.00). PTEZX annual gain was more profitable for investors over the last year : 6.84 vs. RWMFX (2.09). PTEZX (28.30) and RWMFX (27.39) 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 | 28 years | 24 years | - |
| Gain YTD | 13.235 | 4.508 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | N/A | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 218B | 0% |
| Annual Yield % from dividends | 0.71 | 1.41 | 50% |
| Returns for 1 year | 6.84 | 2.09 | 328% |
| Returns for 3 years | 44.39 | 30.24 | 147% |
| Returns for 5 years | 28.30 | 27.39 | 103% |
| Returns for 10 years | 78.66 | 82.36 | 96% |
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