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PASAX vs PATRX
PASAX vs PATRX Comparison Chart in %
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PASAX vs. PATRX commentary
Jul 26, 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 PASAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX (11.1B) and PATRX (11.1B) have equal amount of cash in the bank . PASAX (5.77) and PATRX (5.61) have matching dividends . PASAX was incepted earlier than PATRX: PASAX (22 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than PASAX (2.40). PASAX (40.00) and PATRX (40.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASAX: PATRX (0) vs PASAX (1000). PASAX (8.70) and PATRX (8.45) have marching annual gain over last year. PASAX (36.14) and PATRX (34.61) have equivalent 5 years return.
| PASAX | PATRX | PASAX / PATRX | |
| Total Expense Ratio | 2.31 | 2.56 | 90% |
| Annual Report Gross Expense Ratio | 2.40 | 2.65 | 91% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 7.715 | 7.600 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 5.77 | 5.61 | 103% |
| Returns for 1 year | 8.70 | 8.45 | 103% |
| Returns for 3 years | 19.39 | 18.56 | 104% |
| Returns for 5 years | 36.14 | 34.61 | 104% |
| Returns for 10 years | 66.10 | 62.10 | 106% |
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