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PALPX vs SIIAX
PALPX vs SIIAX Comparison Chart
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PALPX vs. SIIAX 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 PALPX is a Hold and SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11.2B vs. SIIAX (50.2M). SIIAX pays higher dividends than PALPX: SIIAX (6.40) vs PALPX (6.07). 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 : 6.82 vs. SIIAX (6.35).
| 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 | 2.872 | -1.676 | -171% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 50.2M | 22,311% |
| Annual Yield % from dividends | 6.07 | 6.40 | 95% |
| Returns for 1 year | 6.82 | 6.35 | 107% |
| Returns for 3 years | 8.84 | 14.18 | 62% |
| Returns for 5 years | 44.91 | N/A | - |
| Returns for 10 years | 56.35 | 38.19 | 148% |
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