PTRMX
Price
$22.56
Change
-$0.04 (-0.18%)
Updated
Jul 31 closing price
Net Assets
760.41M
TEAFX
Price
$12.33
Change
-$0.01 (-0.08%)
Updated
Jul 31 closing price
Net Assets
24.95B
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PTRMX vs TEAFX

PTRMX vs TEAFX Comparison Chart in %
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PTRMX vs. TEAFX commentary
Aug 03, 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 TEAFX is a Hold.

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FUNDAMENTALS
Fundamentals
TEAFX has more cash in the bank: 25B vs. PTRMX (760M). PTRMX pays higher dividends than TEAFX: PTRMX (3.71) vs TEAFX (3.24). PTRMX was incepted earlier than TEAFX: PTRMX (14 years) vs TEAFX (18 years). PTRMX (0.73) is less costly to investors than TEAFX (0.38). PTRMX is a more actively managed with annual turnover of: 62.00 vs. TEAFX (56.00). TEAFX has a lower initial minimum investment than PTRMX: TEAFX (250) vs PTRMX (1000). PTRMX annual gain was more profitable for investors over the last year : 6.77 vs. TEAFX (2.15). PTRMX return over 5 years is better than : -0.98 vs. TEAFX (-9.79).
PTRMXTEAFXPTRMX / TEAFX
Total Expense Ratio0.730.38192%
Annual Report Gross Expense Ratio0.730.38192%
Fund Existence14 years18 years-
Gain YTD0.886-1.202-74%
Front Load2%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets760M25B3%
Annual Yield % from dividends3.713.24115%
Returns for 1 year6.772.15314%
Returns for 3 years11.371.88605%
Returns for 5 years-0.98-9.7910%
Returns for 10 years14.91-4.48-333%
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