PTMAX | VTSMX | PTMAX / VTSMX | |
Total Expense Ratio | 0.70 | 0.14 | 500% |
Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
Fund Existence | 27 years | 34 years | - |
Gain YTD | 12.084 | 13.012 | 93% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 966M | 2.02T | 0% |
Annual Yield % from dividends | 0.62 | 1.04 | 60% |
Returns for 1 year | 2.68 | 13.79 | 19% |
Returns for 3 years | 58.81 | 76.02 | 77% |
Returns for 5 years | 51.53 | 84.86 | 61% |
Returns for 10 years | 61.27 | 225.10 | 27% |