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PTRMX vs RTEAX
PTRMX vs RTEAX Comparison
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PTRMX vs RTEAX Comparison Chart in %
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PTRMX vs. RTEAX commentary
Sep 13, 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 RTEAX is a Hold.
FUNDAMENTALS
Fundamentals
RTEAX has more cash in the bank: 7.17B vs. PTRMX (742M). PTRMX pays higher dividends than RTEAX: PTRMX (3.70) vs RTEAX (3.27). PTRMX was incepted earlier than RTEAX: PTRMX (14 years) vs RTEAX (16 years). RTEAX (0.82) is less costly to investors than PTRMX (0.73). PTRMX is a more actively managed with annual turnover of: 62.00 vs. RTEAX (45.00). RTEAX initial investment is less costly to investors than PTRMX (2%) vs PTRMX (2%). RTEAX has a lower initial minimum investment than PTRMX: RTEAX (0) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 0.75 vs. RTEAX (-0.10). RTEAX return over 5 years is better than : -1.45 vs. PTRMX (-2.69).
| PTRMX | RTEAX | PTRMX / RTEAX | |
| Total Expense Ratio | 0.73 | 0.80 | 91% |
| Annual Report Gross Expense Ratio | 0.73 | 0.82 | 89% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | -1.517 | -1.284 | 118% |
| Front Load | 2% | 4% | 60% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 742M | 7.17B | 10% |
| Annual Yield % from dividends | 3.70 | 3.27 | 113% |
| Returns for 1 year | 0.75 | -0.10 | -776% |
| Returns for 3 years | 11.35 | 8.38 | 136% |
| Returns for 5 years | -2.69 | -1.45 | 185% |
| Returns for 10 years | 12.72 | 1.00 | 1,277% |
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