Interact to see
Advertisement
Advertisement
PAAIX vs PAUPX
PAAIX vs PAUPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PAAIX vs. PAUPX commentary
Jul 03, 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: 11B vs. PAUPX (959M). PAAIX pays higher dividends than PAUPX: PAAIX (6.20) vs PAUPX (2.92). 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. PAUPX (9.86) and PAAIX (9.59) have marching annual gain over last year. PAAIX return over 5 years is better than : 41.33 vs. PAUPX (27.40).
| 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 | 7.152 | 7.762 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 959M | 1,147% |
| Annual Yield % from dividends | 6.20 | 2.92 | 212% |
| Returns for 1 year | 9.59 | 9.86 | 97% |
| Returns for 3 years | 21.43 | 12.44 | 172% |
| Returns for 5 years | 41.33 | 27.40 | 151% |
| Returns for 10 years | 68.63 | 32.63 | 210% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement