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PTTNX vs WTIBX
PTTNX vs WTIBX Comparison
Open Charts PTTNX vs WTIBX
PIMCO Total Return I-3
Price$8.58
Change+$0.04 (+0.47%)
VolumeN/A
Net Assets43.96B
Segall Bryant & Hamill Plus Bond Ret
Price$9.34
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets701.56M
PTTNX vs WTIBX Comparison Chart
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PTTNX vs. WTIBX commentary
Jun 12, 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 PTTNX is a Hold and WTIBX is a Hold.
FUNDAMENTALS
Fundamentals
PTTNX has more cash in the bank: 44B vs. WTIBX (702M). PTTNX pays higher dividends than WTIBX: PTTNX (4.50) vs WTIBX (4.08). PTTNX was incepted earlier than WTIBX: PTTNX (7 years) vs WTIBX (37 years). PTTNX (0.71) and WTIBX (0.69) have similar cost to investors . PTTNX is a more actively managed with annual turnover of: 469.00 vs. WTIBX (36.00). WTIBX has a lower initial minimum investment than PTTNX: WTIBX (2500) vs PTTNX (1000000). PTTNX annual gain was more profitable for investors over the last year : 5.18 vs. WTIBX (4.35). WTIBX return over 5 years is better than : -1.93 vs. PTTNX (-5.71).
| PTTNX | WTIBX | PTTNX / WTIBX | |
| Total Expense Ratio | 0.66 | 0.55 | 120% |
| Annual Report Gross Expense Ratio | 0.71 | 0.69 | 103% |
| Fund Existence | 7 years | 37 years | - |
| Gain YTD | 2.591 | 2.178 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44B | 702M | 6,268% |
| Annual Yield % from dividends | 4.50 | 4.08 | 110% |
| Returns for 1 year | 5.18 | 4.35 | 119% |
| Returns for 3 years | 8.00 | 9.06 | 88% |
| Returns for 5 years | -5.71 | -1.93 | 295% |
| Returns for 10 years | N/A | 20.09 | - |
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