Interact to see
Advertisement
Advertisement
PTTNX vs SRBFX
PTTNX vs SRBFX Comparison
Open Charts PTTNX vs SRBFX
PTTNX vs SRBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PTTNX vs. SRBFX commentary
Jun 04, 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 PTTNX is a Hold and SRBFX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 47.2B vs. SRBFX (3.14B). SRBFX pays higher dividends than PTTNX: SRBFX (4.86) vs PTTNX (4.39). PTTNX was incepted earlier than SRBFX: PTTNX (8 years) vs SRBFX (48 years). PTTNX (0.73) is less costly to investors than SRBFX (0.64). PTTNX is a more actively managed with annual turnover of: 606.00 vs. SRBFX (229.00). SRBFX has a lower initial minimum investment than PTTNX: SRBFX (2000) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 7.30 vs. SRBFX (6.20). PTTNX return over 5 years is better than : 3.18 vs. SRBFX (-0.26).
| PTTNX | SRBFX | PTTNX / SRBFX | |
| Total Expense Ratio | 0.68 | 0.49 | 139% |
| Annual Report Gross Expense Ratio | 0.73 | 0.64 | 114% |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | 0.582 | 0.694 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.2B | 3.14B | 1,506% |
| Annual Yield % from dividends | 4.39 | 4.86 | 90% |
| Returns for 1 year | 7.30 | 6.20 | 118% |
| Returns for 3 years | 16.73 | 17.84 | 94% |
| Returns for 5 years | 3.18 | -0.26 | -1,232% |
| Returns for 10 years | N/A | 18.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers