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PTTAX vs PTTRX
PTTAX vs PTTRX Comparison
Open Charts PTTAX vs PTTRX
PTTAX vs PTTRX Comparison Chart in %
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PTTAX vs. PTTRX commentary
Aug 25, 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 PTTAX is a Hold and PTTRX is a Hold.
FUNDAMENTALS
Fundamentals
PTTAX (46.9B) and PTTRX (46.9B) have equal amount of cash in the bank . PTTRX pays higher dividends than PTTAX: PTTRX (4.71) vs PTTAX (4.35). PTTAX was incepted earlier than PTTRX: PTTAX (30 years) vs PTTRX (39 years). PTTAX (0.87) is less costly to investors than PTTRX (0.53). PTTAX (497.00) and PTTRX (497.00) have comparable annual turnover. PTTAX has a lower initial minimum investment than PTTRX: PTTAX (1000) vs PTTRX (1000000). PTTRX annual gain was more profitable for investors over the last year : 3.51 vs. PTTAX (3.15). PTTRX return over 5 years is better than : 2.22 vs. PTTAX (0.49).
| PTTAX | PTTRX | PTTAX / PTTRX | |
| Total Expense Ratio | 0.87 | 0.53 | 164% |
| Annual Report Gross Expense Ratio | 0.87 | 0.53 | 164% |
| Fund Existence | 30 years | 39 years | - |
| Gain YTD | -0.226 | -0.027 | 830% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 46.9B | 100% |
| Annual Yield % from dividends | 4.35 | 4.71 | 93% |
| Returns for 1 year | 3.15 | 3.51 | 90% |
| Returns for 3 years | 17.29 | 18.50 | 93% |
| Returns for 5 years | 0.49 | 2.22 | 22% |
| Returns for 10 years | 15.11 | 19.17 | 79% |
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