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PTMAX vs VFINX
PTMAX vs VFINX Comparison
Open Charts PTMAX vs VFINX
PTMAX vs VFINX Comparison Chart in %
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PTMAX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.69T vs. PTMAX (1.07B). VFINX pays higher dividends than PTMAX: VFINX (0.97) vs PTMAX (0.60). PTMAX was incepted earlier than VFINX: PTMAX (28 years) vs VFINX (50 years). PTMAX (0.78) is less costly to investors than VFINX (0.14). PTMAX is a more actively managed with annual turnover of: 123.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than PTMAX: VFINX (0) vs PTMAX (1000). VFINX annual gain was more profitable for investors over the last year : 18.44 vs. PTMAX (9.30). VFINX return over 5 years is better than : 70.34 vs. PTMAX (24.11).
| PTMAX | VFINX | PTMAX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 28 years | 50 years | - |
| Gain YTD | 13.940 | 12.269 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.69T | 0% |
| Annual Yield % from dividends | 0.60 | 0.97 | 62% |
| Returns for 1 year | 9.30 | 18.44 | 50% |
| Returns for 3 years | 44.75 | 73.28 | 61% |
| Returns for 5 years | 24.11 | 70.34 | 34% |
| Returns for 10 years | 68.52 | 252.07 | 27% |
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