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CAPTX vs PASAX
CAPTX vs PASAX Comparison Chart
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CAPTX vs. PASAX 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 PASAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11B vs. CAPTX (7.48M). PASAX pays higher dividends than CAPTX: PASAX (5.76) vs CAPTX (0.00). CAPTX was incepted earlier than PASAX: CAPTX (9 years) vs PASAX (22 years). PASAX (2.40) and CAPTX (2.37) have similar cost to investors . CAPTX is a more actively managed with annual turnover of: 177.00 vs. PASAX (56.00). PASAX has a lower initial minimum investment than CAPTX: PASAX (1000) vs CAPTX (5000). PASAX annual gain was more profitable for investors over the last year : 5.42 vs. CAPTX (1.48). PASAX return over 5 years is better than : 42.64 vs. CAPTX (9.69).
| CAPTX | PASAX | CAPTX / PASAX | |
| Total Expense Ratio | 1.97 | 2.31 | 85% |
| Annual Report Gross Expense Ratio | 2.37 | 2.40 | 99% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | -0.815 | 2.805 | -29% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 5000 | 1000 | 500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.48M | 11B | 0% |
| Annual Yield % from dividends | 0.00 | 5.76 | - |
| Returns for 1 year | 1.48 | 5.42 | 27% |
| Returns for 3 years | 2.60 | 11.70 | 22% |
| Returns for 5 years | 9.69 | 42.64 | 23% |
| Returns for 10 years | N/A | 51.82 | - |
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