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PTTAX vs PTTRX
PTTAX vs PTTRX Comparison
Open Charts PTTAX vs PTTRX
PIMCO Total Return A
Price$8.59
Change-$0.04 (-0.46%)
VolumeN/A
Net Assets44.45B
PIMCO Total Return Instl
Price$8.59
Change-$0.04 (-0.46%)
VolumeN/A
Net Assets44.45B
PTTAX vs PTTRX Comparison Chart in %
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PTTAX vs. PTTRX commentary
Jul 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 PTTAX is a Hold and PTTRX is a Hold.
FUNDAMENTALS
Fundamentals
PTTAX (44.4B) and PTTRX (44.4B) have equal amount of cash in the bank . PTTRX pays higher dividends than PTTAX: PTTRX (4.58) vs PTTAX (4.24). PTTAX was incepted earlier than PTTRX: PTTAX (29 years) vs PTTRX (38 years). PTTAX (0.85) is less costly to investors than PTTRX (0.51). PTTAX (469.00) and PTTRX (469.00) have comparable annual turnover. PTTAX has a lower initial minimum investment than PTTRX: PTTAX (1000) vs PTTRX (1000000). PTTRX annual gain was more profitable for investors over the last year : 4.59 vs. PTTAX (4.24). PTTRX return over 5 years is better than : -5.08 vs. PTTAX (-6.69).
| PTTAX | PTTRX | PTTAX / PTTRX | |
| Total Expense Ratio | 0.85 | 0.51 | 167% |
| Annual Report Gross Expense Ratio | 0.85 | 0.51 | 167% |
| Fund Existence | 29 years | 38 years | - |
| Gain YTD | 3.454 | 3.627 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.4B | 44.4B | 100% |
| Annual Yield % from dividends | 4.24 | 4.58 | 93% |
| Returns for 1 year | 4.24 | 4.59 | 92% |
| Returns for 3 years | 8.28 | 9.40 | 88% |
| Returns for 5 years | -6.69 | -5.08 | 132% |
| Returns for 10 years | 10.18 | 14.13 | 72% |
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