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PALPX vs PATRX
PALPX vs PATRX Comparison Chart
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PALPX vs. PATRX commentary
Apr 12, 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 PALPX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX (11.2B) and PATRX (11.2B) have equal amount of cash in the bank . PALPX pays higher dividends than PATRX: PALPX (6.07) vs PATRX (5.58). PALPX was incepted earlier than PATRX: PALPX (17 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than PALPX (2.04). PALPX (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PALPX: PATRX (0) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 1.41 vs. PATRX (0.85). PALPX return over 5 years is better than : 37.68 vs. PATRX (33.69).
| PALPX | PATRX | PALPX / PATRX | |
| Total Expense Ratio | 1.97 | 2.56 | 77% |
| Annual Report Gross Expense Ratio | 2.04 | 2.65 | 77% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | -1.982 | -2.128 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 6.07 | 5.58 | 109% |
| Returns for 1 year | 1.41 | 0.85 | 167% |
| Returns for 3 years | 1.07 | -0.71 | -151% |
| Returns for 5 years | 37.68 | 33.69 | 112% |
| Returns for 10 years | 49.60 | 40.74 | 122% |
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