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PAAIX vs PATRX
PAAIX vs PATRX Comparison Chart in %
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PAAIX vs. PATRX commentary
Sep 09, 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 PAAIX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PAAIX (11B) and PATRX (11B) have equal amount of cash in the bank . PAAIX pays higher dividends than PATRX: PAAIX (6.03) vs PATRX (5.46). PAAIX was incepted earlier than PATRX: PAAIX (23 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than PAAIX (1.92). PAAIX (40.00) and PATRX (40.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PAAIX: PATRX (0) vs PAAIX (1000000). PAAIX annual gain was more profitable for investors over the last year : 9.20 vs. PATRX (8.48). PAAIX return over 5 years is better than : 41.78 vs. PATRX (36.99).
| PAAIX | PATRX | PAAIX / PATRX | |
| Total Expense Ratio | 1.83 | 2.54 | 72% |
| Annual Report Gross Expense Ratio | 1.92 | 2.62 | 73% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 10.661 | 10.180 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 6.03 | 5.46 | 110% |
| Returns for 1 year | 9.20 | 8.48 | 108% |
| Returns for 3 years | 23.38 | 20.85 | 112% |
| Returns for 5 years | 41.78 | 36.99 | 113% |
| Returns for 10 years | 87.88 | 75.22 | 117% |
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