PTRMX
Price
$22.44
Change
-$0.05 (-0.22%)
Updated
Aug 21 closing price
Net Assets
760.75M
TEAFX
Price
$12.32
Change
-$0.02 (-0.16%)
Updated
Aug 21 closing price
Net Assets
24.5B
Interact to see
Advertisement

PTRMX vs TEAFX

PTRMX vs TEAFX Comparison Chart in %
View a ticker or compare two or three
VS
PTRMX vs. TEAFX 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 TEAFX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
TEAFX has more cash in the bank: 24.5B vs. PTRMX (761M). 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 : 6.15 vs. TEAFX (1.90). PTRMX return over 5 years is better than : -0.76 vs. TEAFX (-9.47).
PTRMXTEAFXPTRMX / TEAFX
Total Expense Ratio0.730.38192%
Annual Report Gross Expense Ratio0.730.38192%
Fund Existence14 years18 years-
Gain YTD0.635-1.282-50%
Front Load2%N/A-
Min. Initial Investment1000250400%
Min. Initial Investment IRAN/AN/A-
Net Assets761M24.5B3%
Annual Yield % from dividends3.713.24115%
Returns for 1 year6.151.90323%
Returns for 3 years13.793.50394%
Returns for 5 years-0.76-9.478%
Returns for 10 years14.12-4.77-296%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
JACLX18.970.17
+0.90%
JHancock Mid Cap Growth C
DFQTX50.610.24
+0.48%
DFA US Core Equity 2 I
IYCEX18.660.07
+0.38%
Nomura Core Equity Fund Class R
JEDTX20.30N/A
N/A
Janus Henderson Global Sust Eq D
PJEZX18.49-0.02
-0.11%
PGIM US Real Estate Z