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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
Aug 23, 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: 7.3B vs. PTRMX (761M). PTRMX pays higher dividends than RTEAX: PTRMX (3.71) 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 : 6.15 vs. RTEAX (3.89). RTEAX return over 5 years is better than : 0.14 vs. PTRMX (-0.76).
| 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 | 0.635 | 0.601 | 106% |
| Front Load | 2% | 4% | 60% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 761M | 7.3B | 10% |
| Annual Yield % from dividends | 3.71 | 3.27 | 114% |
| Returns for 1 year | 6.15 | 3.89 | 158% |
| Returns for 3 years | 13.79 | 10.54 | 131% |
| Returns for 5 years | -0.76 | 0.14 | -548% |
| Returns for 10 years | 14.12 | 2.23 | 632% |
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