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PTSPX vs PTSRX
PTSPX vs PTSRX Comparison
Open Charts PTSPX vs PTSRX
PTSPX vs PTSRX Comparison Chart in %
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PTSPX vs. PTSRX commentary
Jul 05, 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 PTSPX is a Hold and PTSRX is a Hold.
FUNDAMENTALS
Fundamentals
PTSPX (9.45B) and PTSRX (9.45B) have equal amount of cash in the bank . PTSPX pays higher dividends than PTSRX: PTSPX (4.88) vs PTSRX (4.48). PTSPX was incepted earlier than PTSRX: PTSPX (17 years) vs PTSRX (23 years). PTSRX (0.98) is less costly to investors than PTSPX (0.58). PTSPX (108.00) and PTSRX (108.00) have comparable annual turnover. PTSRX has a lower initial minimum investment than PTSPX: PTSRX (0) vs PTSPX (1000000). PTSPX annual gain was more profitable for investors over the last year : 5.12 vs. PTSRX (4.70). PTSPX return over 5 years is better than : 15.93 vs. PTSRX (13.63).
| PTSPX | PTSRX | PTSPX / PTSRX | |
| Total Expense Ratio | 0.58 | 0.98 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 0.98 | 59% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 2.171 | 1.969 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 9.45B | 100% |
| Annual Yield % from dividends | 4.88 | 4.48 | 109% |
| Returns for 1 year | 5.12 | 4.70 | 109% |
| Returns for 3 years | 16.80 | 15.40 | 109% |
| Returns for 5 years | 15.93 | 13.63 | 117% |
| Returns for 10 years | 28.60 | 23.55 | 121% |
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