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PTMAX vs VFINX
PTMAX vs VFINX Comparison
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PTMAX vs VFINX Comparison Chart in %
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PTMAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.6T vs. PTMAX (1.06B). VFINX pays higher dividends than PTMAX: VFINX (0.93) vs PTMAX (0.60). PTMAX was incepted earlier than VFINX: PTMAX (27 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 : 28.07 vs. PTMAX (18.29). VFINX return over 5 years is better than : 81.37 vs. PTMAX (30.43).
| PTMAX | VFINX | PTMAX / VFINX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.78 | 0.14 | 557% |
| Fund Existence | 27 years | 50 years | - |
| Gain YTD | 12.249 | 11.192 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 1.6T | 0% |
| Annual Yield % from dividends | 0.60 | 0.93 | 65% |
| Returns for 1 year | 18.29 | 28.07 | 65% |
| Returns for 3 years | 48.66 | 77.57 | 63% |
| Returns for 5 years | 30.43 | 81.37 | 37% |
| Returns for 10 years | 72.33 | 262.13 | 28% |
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