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PASAX vs PAUPX
PASAX vs PAUPX Comparison
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PASAX vs PAUPX Comparison Chart in %
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PASAX vs. PAUPX commentary
Jun 29, 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 PAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 10.5B vs. PAUPX (987M). PASAX (6.78) and PAUPX (6.60) have matching dividends . PASAX was incepted earlier than PAUPX: PASAX (23 years) vs PAUPX (18 years). PAUPX (4.90) is less costly to investors than PASAX (2.31). PAUPX is a more actively managed with annual turnover of: 54.00 vs. PASAX (40.00). PASAX has a lower initial minimum investment than PAUPX: PASAX (1000) vs PAUPX (1000000). PASAX (16.12) and PAUPX (15.83) have marching annual gain over last year. PASAX return over 5 years is better than : 23.91 vs. PAUPX (13.43).
| PASAX | PAUPX | PASAX / PAUPX | |
| Total Expense Ratio | 2.23 | 4.90 | 46% |
| Annual Report Gross Expense Ratio | 2.31 | 4.90 | 47% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.971 | 8.433 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 987M | 1,064% |
| Annual Yield % from dividends | 6.78 | 6.60 | 103% |
| Returns for 1 year | 16.12 | 15.83 | 102% |
| Returns for 3 years | 33.52 | 29.33 | 114% |
| Returns for 5 years | 23.91 | 13.43 | 178% |
| Returns for 10 years | 90.51 | 58.92 | 154% |
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