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PTMAX vs VFIAX
PTMAX vs VFIAX Comparison
Open Charts PTMAX vs VFIAX
PTMAX vs VFIAX Comparison Chart in %
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PTMAX vs. VFIAX commentary
Jun 30, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.7T vs. PTMAX (1.03B). VFIAX pays higher dividends than PTMAX: VFIAX (1.02) 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 : 18.83 vs. PTMAX (11.35). VFIAX return over 5 years is better than : 71.33 vs. PTMAX (25.05).
| 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 | 9.049 | 7.405 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 1.7T | 0% |
| Annual Yield % from dividends | 0.60 | 1.02 | 59% |
| Returns for 1 year | 11.35 | 18.83 | 60% |
| Returns for 3 years | 40.68 | 65.51 | 62% |
| Returns for 5 years | 25.05 | 71.33 | 35% |
| Returns for 10 years | 73.55 | 250.29 | 29% |
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