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HTDAX vs PASAX
HTDAX vs PASAX Comparison Chart
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HTDAX vs. PASAX commentary
Apr 28, 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 HTDAX is a Hold and PASAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11.2B vs. HTDAX (85.1M). PASAX pays higher dividends than HTDAX: PASAX (5.75) vs HTDAX (0.00). HTDAX was incepted earlier than PASAX: HTDAX (10 years) vs PASAX (22 years). PASAX (2.40) is less costly to investors than HTDAX (1.90). HTDAX is a more actively managed with annual turnover of: 226.00 vs. PASAX (56.00). HTDAX initial investment is less costly to investors than PASAX (4%) vs PASAX (4%). PASAX has a lower initial minimum investment than HTDAX: PASAX (1000) vs HTDAX (2500). HTDAX annual gain was more profitable for investors over the last year : 8.15 vs. PASAX (6.68). PASAX return over 5 years is better than : 45.62 vs. HTDAX (28.46).
| HTDAX | PASAX | HTDAX / PASAX | |
| Total Expense Ratio | 1.90 | 2.31 | 82% |
| Annual Report Gross Expense Ratio | 1.90 | 2.40 | 79% |
| Fund Existence | 10 years | 22 years | - |
| Gain YTD | -5.476 | 2.244 | -244% |
| Front Load | 6% | 4% | 153% |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 11.2B | 1% |
| Annual Yield % from dividends | 0.00 | 5.75 | - |
| Returns for 1 year | 8.15 | 6.68 | 122% |
| Returns for 3 years | 11.76 | 6.45 | 182% |
| Returns for 5 years | 28.46 | 45.62 | 62% |
| Returns for 10 years | N/A | 48.85 | - |
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