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CAPTX vs PAAIX
CAPTX vs PAAIX Comparison Chart
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CAPTX vs. PAAIX commentary
May 11, 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 CAPTX is a Hold and PAAIX is a Hold.
FUNDAMENTALS
Fundamentals
PAAIX has more cash in the bank: 11B vs. CAPTX (7.48M). PAAIX pays higher dividends than CAPTX: PAAIX (6.20) vs CAPTX (0.00). CAPTX was incepted earlier than PAAIX: CAPTX (9 years) vs PAAIX (23 years). CAPTX (2.37) is less costly to investors than PAAIX (1.95). CAPTX is a more actively managed with annual turnover of: 177.00 vs. PAAIX (56.00). CAPTX has a lower initial minimum investment than PAAIX: CAPTX (5000) vs PAAIX (1000000). PAAIX annual gain was more profitable for investors over the last year : 6.27 vs. CAPTX (1.30). PAAIX return over 5 years is better than : 46.39 vs. CAPTX (9.49).
| CAPTX | PAAIX | CAPTX / PAAIX | |
| Total Expense Ratio | 1.97 | 1.86 | 106% |
| Annual Report Gross Expense Ratio | 2.37 | 1.95 | 122% |
| Fund Existence | 9 years | 23 years | - |
| Gain YTD | -0.996 | 3.277 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48M | 11B | 0% |
| Annual Yield % from dividends | 0.00 | 6.20 | - |
| Returns for 1 year | 1.30 | 6.27 | 21% |
| Returns for 3 years | 2.41 | 13.59 | 18% |
| Returns for 5 years | 9.49 | 46.39 | 20% |
| Returns for 10 years | N/A | 59.40 | - |
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