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PTMAX vs RWMFX
PTMAX vs RWMFX Comparison
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PTMAX vs RWMFX Comparison Chart in %
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PTMAX vs. RWMFX commentary
Jun 04, 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 PTMAX is a Hold and RWMFX is a Hold.
FUNDAMENTALS
Fundamentals
RWMFX has more cash in the bank: 214B vs. PTMAX (1.06B). RWMFX pays higher dividends than PTMAX: RWMFX (1.40) vs PTMAX (0.60). PTMAX was incepted earlier than RWMFX: PTMAX (27 years) vs RWMFX (24 years). PTMAX (0.78) is less costly to investors than RWMFX (0.31). PTMAX is a more actively managed with annual turnover of: 123.00 vs. RWMFX (29.00). RWMFX has a lower initial minimum investment than PTMAX: RWMFX (250) vs PTMAX (1000). PTMAX annual gain was more profitable for investors over the last year : 18.29 vs. RWMFX (8.10). PTMAX return over 5 years is better than : 30.43 vs. RWMFX (26.71).
| PTMAX | RWMFX | PTMAX / RWMFX | |
| Total Expense Ratio | 0.70 | 0.31 | 226% |
| Annual Report Gross Expense Ratio | 0.78 | 0.31 | 252% |
| Fund Existence | 27 years | 24 years | - |
| Gain YTD | 12.249 | 5.575 | 220% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 214B | 0% |
| Annual Yield % from dividends | 0.60 | 1.40 | 43% |
| Returns for 1 year | 18.29 | 8.10 | 226% |
| Returns for 3 years | 48.66 | 33.11 | 147% |
| Returns for 5 years | 30.43 | 26.71 | 114% |
| Returns for 10 years | 72.33 | 85.42 | 85% |
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