PTRMX
Price
$23.04
Change
+$0.03 (+0.13%)
Updated
Jun 25 closing price
Net Assets
756.07M
TEAFX
Price
$12.55
Change
+$0.01 (+0.08%)
Updated
Jun 25 closing price
Net Assets
24.73B
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PTRMX vs TEAFX

PTRMX vs TEAFX Comparison Chart in %
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PTRMX vs. TEAFX 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 TEAFX is a Hold.

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FUNDAMENTALS
Fundamentals
TEAFX has more cash in the bank: 24.7B vs. PTRMX (756M). PTRMX pays higher dividends than TEAFX: PTRMX (3.65) vs TEAFX (3.19). 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 : 8.12 vs. TEAFX (3.55). PTRMX return over 5 years is better than : 1.78 vs. TEAFX (-7.71).
PTRMXTEAFXPTRMX / TEAFX
Total Expense Ratio0.730.38192%
Annual Report Gross Expense Ratio0.730.38192%
Fund Existence14 years18 years-
Gain YTD2.5540.561455%
Front Load2%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets756M24.7B3%
Annual Yield % from dividends3.653.19115%
Returns for 1 year8.123.55229%
Returns for 3 years13.183.36393%
Returns for 5 years1.78-7.71-23%
Returns for 10 years15.96-3.43-465%
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