PALPX
Price
$11.93
Change
-$0.02 (-0.17%)
Updated
Sep 11 closing price
Net Assets
10.86B
PATRX
Price
$11.74
Change
-$0.03 (-0.25%)
Updated
Sep 11 closing price
Net Assets
10.86B
Interact to see
Advertisement

PALPX vs PATRX

PALPX vs PATRX Comparison Chart in %
View a ticker or compare two or three
VS
PALPX vs. PATRX commentary
Sep 13, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PALPX (10.9B) and PATRX (10.9B) have equal amount of cash in the bank . PALPX (7.84) and PATRX (7.47) have matching dividends . PALPX was incepted earlier than PATRX: PALPX (18 years) vs PATRX (21 years). PATRX (2.50) is less costly to investors than PALPX (1.95). PALPX (48.00) and PATRX (48.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PALPX: PATRX (0) vs PALPX (1000000). PALPX (12.80) and PATRX (12.23) have marching annual gain over last year. PALPX return over 5 years is better than : 26.55 vs. PATRX (23.04).
PALPXPATRXPALPX / PATRX
Total Expense Ratio1.842.4077%
Annual Report Gross Expense Ratio1.952.5078%
Fund Existence18 years21 years-
Gain YTD10.0269.602104%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.9B10.9B100%
Annual Yield % from dividends7.847.47105%
Returns for 1 year12.8012.23105%
Returns for 3 years35.2533.20106%
Returns for 5 years26.5523.04115%
Returns for 10 years91.0080.37113%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GVEQX158.28N/A
N/A
Government Street Equity
HIBCX51.74N/A
N/A
Hartford Capital Appreciation HLS IB
CVFCX18.46N/A
N/A
Victory Pioneer Disciplined Value A
TRVLX57.35N/A
N/A
T. Rowe Price Value
SFAAX40.24N/A
N/A
Allspring Index Asset Allocation A