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
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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.6T vs. PTMAX (1.06B). 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 : 28.07 vs. PTMAX (18.29). VFIAX return over 5 years is better than : 81.36 vs. PTMAX (30.43).
| 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 | 12.249 | 11.204 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.6T | 0% |
| Annual Yield % from dividends | 0.60 | 1.02 | 59% |
| Returns for 1 year | 18.29 | 28.07 | 65% |
| Returns for 3 years | 48.66 | 77.58 | 63% |
| Returns for 5 years | 30.43 | 81.36 | 37% |
| Returns for 10 years | 72.33 | 262.10 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BBISX | 42.03 | N/A | N/A |
| Sterling Capital Behav Lg Cp Val Eq Intl | |||
| ISMOX | 3.95 | N/A | N/A |
| Voya MidCap Opportunities Port S | |||
| TAGBX | 3.11 | N/A | N/A |
| Templeton Global Dynamic Income A | |||
| LSWWX | 27.43 | N/A | N/A |
| Loomis Sayles Global Allocation Y | |||
| TROZX | 26.30 | N/A | N/A |
| T. Rowe Price International Value Eq Z | |||