Ad is loading...
PAAIX vs PAUPX
PAAIX vs PAUPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PAAIX vs. PAUPX commentary
Apr 30, 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 PAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PAAIX has more cash in the bank: 11.2B vs. PAUPX (999M). PAAIX pays higher dividends than PAUPX: PAAIX (6.19) vs PAUPX (2.90). PAAIX was incepted earlier than PAUPX: PAAIX (23 years) vs PAUPX (17 years). PAUPX (5.31) is less costly to investors than PAAIX (1.95). PAUPX is a more actively managed with annual turnover of: 67.00 vs. PAAIX (56.00). PAAIX (1000000) and PAUPX (1000000) have matching initial minimum investment requirements. PAAIX (6.95) and PAUPX (6.87) have marching annual gain over last year. PAAIX return over 5 years is better than : 45.58 vs. PAUPX (31.77).
| PAAIX | PAUPX | PAAIX / PAUPX | |
| Total Expense Ratio | 1.86 | 5.31 | 35% |
| Annual Report Gross Expense Ratio | 1.95 | 5.31 | 37% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.903 | 3.775 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 999M | 1,121% |
| Annual Yield % from dividends | 6.19 | 2.90 | 214% |
| Returns for 1 year | 6.95 | 6.87 | 101% |
| Returns for 3 years | 9.18 | 0.10 | 9,129% |
| Returns for 5 years | 45.58 | 31.77 | 143% |
| Returns for 10 years | 57.89 | 24.01 | 241% |
View a ticker or compare two or three
VS
VS
Ad is loading...