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PAAIX vs PATRX
PAAIX vs PATRX Comparison Chart in %
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PAAIX vs. PATRX commentary
Jul 04, 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 (11.1B) and PATRX (11.1B) have equal amount of cash in the bank . PAAIX pays higher dividends than PATRX: PAAIX (6.20) vs PATRX (5.61). PAAIX was incepted earlier than PATRX: PAAIX (23 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than PAAIX (1.95). PAAIX (56.00) and PATRX (56.00) 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 : 9.19 vs. PATRX (8.47). PAAIX return over 5 years is better than : 41.58 vs. PATRX (36.79).
| PAAIX | PATRX | PAAIX / PATRX | |
| Total Expense Ratio | 1.86 | 2.56 | 73% |
| Annual Report Gross Expense Ratio | 1.95 | 2.65 | 74% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 7.342 | 6.931 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 6.20 | 5.61 | 111% |
| Returns for 1 year | 9.19 | 8.47 | 109% |
| Returns for 3 years | 21.64 | 19.01 | 114% |
| Returns for 5 years | 41.58 | 36.79 | 113% |
| Returns for 10 years | 70.26 | 58.54 | 120% |
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