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CAPTX vs PALPX
CAPTX vs PALPX Comparison Chart
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CAPTX vs. PALPX 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 PALPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11B vs. CAPTX (7.48M). PALPX pays higher dividends than CAPTX: PALPX (6.09) vs CAPTX (0.00). CAPTX was incepted earlier than PALPX: CAPTX (9 years) vs PALPX (17 years). CAPTX (2.37) is less costly to investors than PALPX (2.04). CAPTX is a more actively managed with annual turnover of: 177.00 vs. PALPX (56.00). 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 : 6.15 vs. CAPTX (1.30). PALPX return over 5 years is better than : 45.71 vs. CAPTX (9.49).
| CAPTX | PALPX | CAPTX / PALPX | |
| Total Expense Ratio | 1.97 | 1.97 | 100% |
| Annual Report Gross Expense Ratio | 2.37 | 2.04 | 116% |
| Fund Existence | 9 years | 17 years | - |
| Gain YTD | -0.996 | 3.246 | -31% |
| 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 | 6.09 | - |
| Returns for 1 year | 1.30 | 6.15 | 21% |
| Returns for 3 years | 2.41 | 13.22 | 18% |
| Returns for 5 years | 9.49 | 45.71 | 21% |
| Returns for 10 years | N/A | 57.85 | - |
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