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PTRMX vs RLVSX
PTRMX vs RLVSX Comparison
Open Charts PTRMX vs RLVSX
PTRMX vs RLVSX Comparison Chart in %
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PTRMX vs. RLVSX commentary
Jun 26, 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 PTRMX is a Hold and RLVSX is a Hold.
FUNDAMENTALS
Fundamentals
RLVSX has more cash in the bank: 6.72B vs. PTRMX (756M). PTRMX (3.65) and RLVSX (3.55) have matching dividends . PTRMX was incepted earlier than RLVSX: PTRMX (14 years) vs RLVSX (41 years). PTRMX (0.73) is less costly to investors than RLVSX (0.57). PTRMX is a more actively managed with annual turnover of: 62.00 vs. RLVSX (45.00). RLVSX has a lower initial minimum investment than PTRMX: RLVSX (0) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 8.12 vs. RLVSX (5.86). RLVSX return over 5 years is better than : 2.29 vs. PTRMX (1.78).
| PTRMX | RLVSX | PTRMX / RLVSX | |
| Total Expense Ratio | 0.73 | 0.51 | 143% |
| Annual Report Gross Expense Ratio | 0.73 | 0.57 | 128% |
| Fund Existence | 14 years | 41 years | - |
| Gain YTD | 2.554 | 1.809 | 141% |
| Front Load | 2% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 6.72B | 11% |
| Annual Yield % from dividends | 3.65 | 3.55 | 103% |
| Returns for 1 year | 8.12 | 5.86 | 139% |
| Returns for 3 years | 13.18 | 11.63 | 113% |
| Returns for 5 years | 1.78 | 2.29 | 78% |
| Returns for 10 years | 15.96 | 3.97 | 402% |
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