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PALPX vs SIIAX
PALPX vs SIIAX Comparison Chart
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PALPX vs. SIIAX commentary
Jun 07, 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 SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11B vs. SIIAX (50.1M). SIIAX pays higher dividends than PALPX: SIIAX (6.47) vs PALPX (6.01). PALPX was incepted earlier than SIIAX: PALPX (17 years) vs SIIAX (4 years). SIIAX (2.29) is less costly to investors than PALPX (2.04). PALPX is a more actively managed with annual turnover of: 56.00 vs. SIIAX (44.00). SIIAX has a lower initial minimum investment than PALPX: SIIAX (2500) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 7.10 vs. SIIAX (5.44).
| PALPX | SIIAX | PALPX / SIIAX | |
| Total Expense Ratio | 1.97 | 1.76 | 112% |
| Annual Report Gross Expense Ratio | 2.04 | 2.29 | 89% |
| Fund Existence | 17 years | 4 years | - |
| Gain YTD | 4.926 | -0.089 | -5,530% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 50.1M | 21,956% |
| Annual Yield % from dividends | 6.01 | 6.47 | 93% |
| Returns for 1 year | 7.10 | 5.44 | 131% |
| Returns for 3 years | 10.92 | 14.95 | 73% |
| Returns for 5 years | 36.74 | N/A | - |
| Returns for 10 years | 63.74 | 42.86 | 149% |
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