The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
| PTMQX | VTSMX | PTMQX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.39 | 0.14 | 279% |
| Fund Existence | 9 years | 34 years | - |
| Gain YTD | 17.757 | 17.334 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 862M | 2.06T | 0% |
| Annual Yield % from dividends | 0.85 | 1.02 | 84% |
| Returns for 1 year | 4.00 | 12.68 | 32% |
| Returns for 3 years | 57.32 | 70.77 | 81% |
| Returns for 5 years | 57.45 | 79.30 | 72% |
| Returns for 10 years | N/A | 240.48 | - |