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PASAX vs PATRX
PASAX vs PATRX Comparison Chart
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PASAX 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 PASAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX (11.2B) and PATRX (11.2B) have equal amount of cash in the bank . PASAX (5.75) and PATRX (5.58) 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 (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASAX: PATRX (0) vs PASAX (1000). PASAX annual gain was more profitable for investors over the last year : 1.07 vs. PATRX (0.85). PASAX (35.25) and PATRX (33.69) 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 | -2.059 | -2.128 | 97% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 11.2B | 100% |
| Annual Yield % from dividends | 5.75 | 5.58 | 103% |
| Returns for 1 year | 1.07 | 0.85 | 127% |
| Returns for 3 years | 0.05 | -0.71 | -7% |
| Returns for 5 years | 35.25 | 33.69 | 105% |
| Returns for 10 years | 44.27 | 40.74 | 109% |
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