PTMAX | VTSAX | PTMAX / VTSAX | |
Total Expense Ratio | 0.70 | 0.04 | 1,750% |
Annual Report Gross Expense Ratio | 0.79 | 0.04 | 1,975% |
Fund Existence | 26 years | 25 years | - |
Gain YTD | 6.518 | 8.289 | 79% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 950M | 1.91T | 0% |
Annual Yield % from dividends | 0.67 | 1.21 | 56% |
Returns for 1 year | 5.19 | 17.75 | 29% |
Returns for 3 years | 42.89 | 60.63 | 71% |
Returns for 5 years | 54.33 | 93.55 | 58% |
Returns for 10 years | 48.67 | 201.64 | 24% |