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PASAX vs PATRX
PASAX vs PATRX Comparison
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PASAX vs PATRX Comparison Chart in %
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PASAX vs. PATRX commentary
Aug 03, 2026
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 (10.4B) and PATRX (10.4B) have equal amount of cash in the bank . PASAX (7.67) and PATRX (7.55) have matching dividends . PASAX was incepted earlier than PATRX: PASAX (23 years) vs PATRX (21 years). PATRX (2.56) is less costly to investors than PASAX (2.31). PASAX (48.00) and PATRX (48.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASAX: PATRX (0) vs PASAX (1000). PASAX (16.20) and PATRX (15.90) have marching annual gain over last year. PASAX return over 5 years is better than : 24.21 vs. PATRX (22.74).
| PASAX | PATRX | PASAX / PATRX | |
| Total Expense Ratio | 2.23 | 2.48 | 90% |
| Annual Report Gross Expense Ratio | 2.31 | 2.56 | 90% |
| Fund Existence | 23 years | 21 years | - |
| Gain YTD | 9.240 | 9.062 | 102% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 10.4B | 100% |
| Annual Yield % from dividends | 7.67 | 7.55 | 102% |
| Returns for 1 year | 16.20 | 15.90 | 102% |
| Returns for 3 years | 31.29 | 30.29 | 103% |
| Returns for 5 years | 24.21 | 22.74 | 106% |
| Returns for 10 years | 84.20 | 79.64 | 106% |
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