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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
Sep 12, 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 (10.9B) and PTSRX (10.9B) have equal amount of cash in the bank . PTSHX pays higher dividends than PTSRX: PTSHX (4.27) vs PTSRX (3.77). PTSHX was incepted earlier than PTSRX: PTSHX (39 years) vs PTSRX (24 years). PTSRX (1.03) is less costly to investors than PTSHX (0.53). PTSHX (124.00) and PTSRX (124.00) 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 : 4.59 vs. PTSRX (4.07). PTSHX return over 5 years is better than : 21.51 vs. PTSRX (18.50).
| PTSHX | PTSRX | PTSHX / PTSRX | |
| Total Expense Ratio | 0.53 | 1.03 | 51% |
| Annual Report Gross Expense Ratio | 0.53 | 1.03 | 51% |
| Fund Existence | 39 years | 24 years | - |
| Gain YTD | 3.001 | 2.658 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 4.27 | 3.77 | 113% |
| Returns for 1 year | 4.59 | 4.07 | 113% |
| Returns for 3 years | 17.25 | 15.49 | 111% |
| Returns for 5 years | 21.51 | 18.50 | 116% |
| Returns for 10 years | 35.06 | 28.46 | 123% |
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