Interact to see
Advertisement
Advertisement
PTTAX vs PTTRX
PTTAX vs PTTRX Comparison
Open Charts PTTAX vs PTTRX
PTTAX vs PTTRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PTTAX vs. PTTRX commentary
Aug 03, 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 (47.7B) and PTTRX (47.7B) 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 : 4.22 vs. PTTAX (3.87). PTTRX return over 5 years is better than : 1.28 vs. PTTAX (-0.43).
| 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 | -0.573 | -0.375 | 153% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.7B | 47.7B | 100% |
| Annual Yield % from dividends | 4.35 | 4.71 | 93% |
| Returns for 1 year | 3.87 | 4.22 | 92% |
| Returns for 3 years | 15.50 | 16.69 | 93% |
| Returns for 5 years | -0.43 | 1.28 | -34% |
| Returns for 10 years | 14.71 | 18.76 | 78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CWEB | 25.32 | 0.76 | +3.09% |
| Direxion Dly CSI CHN Itnet Bull 2X Shrs | |||
| AAEQ | 53.34 | 0.43 | +0.81% |
| Alpha Architect US Equity 2 ETF | |||
| BSR | 29.81 | N/A | N/A |
| Beacon Unified Catalyst ETF | |||
| SEIE | 36.29 | -0.16 | -0.43% |
| SEI Select International Equity ETF | |||
| IYK | 74.72 | -0.62 | -0.82% |
| iShares US Consumer Staples ETF | |||