PTMAX | VTSMX | PTMAX / VTSMX | |
Total Expense Ratio | 0.70 | 0.14 | 500% |
Annual Report Gross Expense Ratio | 0.79 | 0.14 | 564% |
Fund Existence | 26 years | 33 years | - |
Gain YTD | 8.563 | 9.266 | 92% |
Front Load | 6% | N/A | - |
Min. Initial Investment | 1000 | 3000 | 33% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 963M | 1.91T | 0% |
Annual Yield % from dividends | 0.66 | 1.09 | 60% |
Returns for 1 year | 4.67 | 16.21 | 29% |
Returns for 3 years | 33.29 | 46.80 | 71% |
Returns for 5 years | 49.55 | 85.82 | 58% |
Returns for 10 years | 51.25 | 202.54 | 25% |