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PTSNX vs PTSRX
PTSNX vs PTSRX Comparison
Open Charts PTSNX vs PTSRX
PTSNX vs PTSRX Comparison Chart
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PTSNX vs. PTSRX commentary
Jun 14, 2025
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 PTSNX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PTSNX (9.58B) and PTSRX (9.58B) have equal amount of cash in the bank . PTSNX pays higher dividends than PTSRX: PTSNX (4.85) vs PTSRX (4.50). PTSNX was incepted earlier than PTSRX: PTSNX (7 years) vs PTSRX (22 years). PTSRX (0.98) is less costly to investors than PTSNX (0.68). PTSNX (78.00) and PTSRX (78.00) have comparable annual turnover. PTSRX has a lower initial minimum investment than PTSNX: PTSRX (0) vs PTSNX (1000000). PTSNX annual gain was more profitable for investors over the last year : 5.31 vs. PTSRX (4.94). PTSNX return over 5 years is better than : 15.91 vs. PTSRX (13.89).
| PTSNX | PTSRX | PTSNX / PTSRX | |
| Total Expense Ratio | 0.63 | 0.98 | 64% |
| Annual Report Gross Expense Ratio | 0.68 | 0.98 | 69% |
| Fund Existence | 7 years | 22 years | - |
| Gain YTD | 1.867 | 1.719 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.58B | 9.58B | 100% |
| Annual Yield % from dividends | 4.85 | 4.50 | 108% |
| Returns for 1 year | 5.31 | 4.94 | 107% |
| Returns for 3 years | 16.08 | 14.86 | 108% |
| Returns for 5 years | 15.91 | 13.89 | 115% |
| Returns for 10 years | N/A | 23.32 | - |
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