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PASAX vs PATRX
PASAX vs PATRX Comparison Chart
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PASAX vs. PATRX commentary
May 23, 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 (11B) and PATRX (11B) have equal amount of cash in the bank . PASAX (5.76) and PATRX (5.59) 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 (4.76) and PATRX (4.57) have marching annual gain over last year. PASAX (42.34) and PATRX (40.51) 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 | 3.273 | 3.162 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 5.76 | 5.59 | 103% |
| Returns for 1 year | 4.76 | 4.57 | 104% |
| Returns for 3 years | 10.19 | 9.35 | 109% |
| Returns for 5 years | 42.34 | 40.51 | 105% |
| Returns for 10 years | 51.74 | 47.97 | 108% |
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