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
Jul 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. PTMAX (1.04B). VFIAX pays higher dividends than PTMAX: VFIAX (1.06) vs PTMAX (0.60). PTMAX was incepted earlier than VFIAX: PTMAX (27 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 : 16.06 vs. PTMAX (8.44). VFIAX return over 5 years is better than : 68.62 vs. PTMAX (23.10).
| 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 | 27 years | 26 years | - |
| Gain YTD | 10.238 | 8.320 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 1.67T | 0% |
| Annual Yield % from dividends | 0.60 | 1.06 | 57% |
| Returns for 1 year | 8.44 | 16.06 | 53% |
| Returns for 3 years | 35.82 | 61.97 | 58% |
| Returns for 5 years | 23.10 | 68.62 | 34% |
| Returns for 10 years | 63.26 | 241.47 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement