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CAPTX vs PALPX
CAPTX vs PALPX Comparison Chart in %
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CAPTX vs. PALPX commentary
Oct 27, 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 Buy and PALPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 10.1B vs. CAPTX (8.32M). PALPX pays higher dividends than CAPTX: PALPX (5.43) vs CAPTX (0.00). CAPTX was incepted earlier than PALPX: CAPTX (9 years) vs PALPX (18 years). CAPTX (4.37) is less costly to investors than PALPX (2.02). CAPTX is a more actively managed with annual turnover of: 133.00 vs. PALPX (40.00). CAPTX has a lower initial minimum investment than PALPX: CAPTX (5000) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 11.66 vs. CAPTX (7.90). PALPX return over 5 years is better than : 43.63 vs. CAPTX (15.56).
| CAPTX | PALPX | CAPTX / PALPX | |
| Total Expense Ratio | 4.37 | 1.94 | 226% |
| Annual Report Gross Expense Ratio | 4.37 | 2.02 | 217% |
| Fund Existence | 9 years | 18 years | - |
| Gain YTD | 10.054 | 13.340 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 1000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.32M | 10.1B | 0% |
| Annual Yield % from dividends | 0.00 | 5.43 | - |
| Returns for 1 year | 7.90 | 11.66 | 68% |
| Returns for 3 years | 19.28 | 34.23 | 56% |
| Returns for 5 years | 15.56 | 43.63 | 36% |
| Returns for 10 years | N/A | 87.00 | - |
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