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CAPTX vs PASCX
CAPTX vs PASCX Comparison Chart
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CAPTX vs. PASCX 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 PASCX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX has more cash in the bank: 11B vs. CAPTX (7.48M). PASCX pays higher dividends than CAPTX: PASCX (5.03) vs CAPTX (0.00). CAPTX was incepted earlier than PASCX: CAPTX (9 years) vs PASCX (22 years). PASCX (3.15) is less costly to investors than CAPTX (2.37). CAPTX is a more actively managed with annual turnover of: 177.00 vs. PASCX (56.00). PASCX has a lower initial minimum investment than CAPTX: PASCX (1000) vs CAPTX (5000). PASCX annual gain was more profitable for investors over the last year : 4.94 vs. CAPTX (1.30). PASCX return over 5 years is better than : 37.82 vs. CAPTX (9.49).
| CAPTX | PASCX | CAPTX / PASCX | |
| Total Expense Ratio | 1.97 | 3.06 | 64% |
| Annual Report Gross Expense Ratio | 2.37 | 3.15 | 75% |
| Fund Existence | 9 years | 22 years | - |
| Gain YTD | -0.996 | 2.837 | -35% |
| Front Load | N/A | N/A | - |
| 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 | 5.03 | - |
| Returns for 1 year | 1.30 | 4.94 | 26% |
| Returns for 3 years | 2.41 | 9.51 | 25% |
| Returns for 5 years | 9.49 | 37.82 | 25% |
| Returns for 10 years | N/A | 41.29 | - |
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