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PTSHX vs PTSRX
PTSHX vs PTSRX Comparison
Open Charts PTSHX vs PTSRX
PTSHX vs PTSRX Comparison Chart in %
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PTSHX vs. PTSRX commentary
Jun 14, 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 PTSHX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PTSHX (10.6B) and PTSRX (10.6B) have equal amount of cash in the bank . PTSHX pays higher dividends than PTSRX: PTSHX (4.43) vs PTSRX (3.93). PTSHX was incepted earlier than PTSRX: PTSHX (39 years) vs PTSRX (23 years). PTSRX (0.99) is less costly to investors than PTSHX (0.49). PTSHX (108.00) and PTSRX (108.00) have comparable annual turnover. PTSRX has a lower initial minimum investment than PTSHX: PTSRX (0) vs PTSHX (1000000). PTSHX annual gain was more profitable for investors over the last year : 4.98 vs. PTSRX (4.46). PTSHX return over 5 years is better than : 20.42 vs. PTSRX (17.43).
| PTSHX | PTSRX | PTSHX / PTSRX | |
| Total Expense Ratio | 0.49 | 0.99 | 49% |
| Annual Report Gross Expense Ratio | 0.49 | 0.99 | 49% |
| Fund Existence | 39 years | 23 years | - |
| Gain YTD | 2.028 | 1.818 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.6B | 10.6B | 100% |
| Annual Yield % from dividends | 4.43 | 3.93 | 113% |
| Returns for 1 year | 4.98 | 4.46 | 112% |
| Returns for 3 years | 18.18 | 16.42 | 111% |
| Returns for 5 years | 20.42 | 17.43 | 117% |
| Returns for 10 years | 35.03 | 28.43 | 123% |
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