Interact to see
Advertisement
Advertisement
PTMAX vs VFIAX
PTMAX vs VFIAX Comparison
Open Charts PTMAX vs VFIAX
PTMAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PTMAX vs. VFIAX commentary
Aug 28, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.69T vs. PTMAX (1.07B). VFIAX pays higher dividends than PTMAX: VFIAX (1.06) vs PTMAX (0.60). PTMAX was incepted earlier than VFIAX: PTMAX (28 years) vs VFIAX (26 years). PTMAX (0.78) is less costly to investors than VFIAX (0.04). PTMAX is a more actively managed with annual turnover of: 123.00 vs. VFIAX (2.00). PTMAX has a lower initial minimum investment than VFIAX: PTMAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.44 vs. PTMAX (9.30). VFIAX return over 5 years is better than : 70.34 vs. PTMAX (24.11).
| PTMAX | VFIAX | PTMAX / VFIAX | |
| Total Expense Ratio | 0.70 | 0.04 | 1,750% |
| Annual Report Gross Expense Ratio | 0.78 | 0.04 | 1,950% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 13.940 | 12.280 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.69T | 0% |
| Annual Yield % from dividends | 0.60 | 1.06 | 57% |
| Returns for 1 year | 9.30 | 18.44 | 50% |
| Returns for 3 years | 44.75 | 73.29 | 61% |
| Returns for 5 years | 24.11 | 70.34 | 34% |
| Returns for 10 years | 68.52 | 252.06 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers