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FAPZX vs PATRX
FAPZX vs PATRX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. FAPZX (10.8M). PATRX pays higher dividends than FAPZX: PATRX (5.61) vs FAPZX (5.15). FAPZX was incepted earlier than PATRX: FAPZX (3 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than FAPZX (0.72). FAPZX is a more actively managed with annual turnover of: 82.00 vs. PATRX (40.00). FAPZX (0) and PATRX (0) have matching initial minimum investment requirements. FAPZX annual gain was more profitable for investors over the last year : 8.61 vs. PATRX (5.47).
| FAPZX | PATRX | FAPZX / PATRX | |
| Total Expense Ratio | 0.68 | 2.56 | 27% |
| Annual Report Gross Expense Ratio | 0.72 | 2.65 | 27% |
| Fund Existence | 3 years | 19 years | - |
| Gain YTD | 9.205 | 5.975 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.8M | 11.1B | 0% |
| Annual Yield % from dividends | 5.15 | 5.61 | 92% |
| Returns for 1 year | 8.61 | 5.47 | 157% |
| Returns for 3 years | 23.14 | 19.48 | 119% |
| Returns for 5 years | N/A | 33.64 | - |
| Returns for 10 years | N/A | 56.44 | - |
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