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PASAX vs SIIAX
PASAX vs SIIAX Comparison Chart
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PASAX vs. SIIAX commentary
May 31, 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 SIIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11B vs. SIIAX (49.9M). SIIAX pays higher dividends than PASAX: SIIAX (6.56) vs PASAX (5.76). PASAX was incepted earlier than SIIAX: PASAX (22 years) vs SIIAX (4 years). PASAX (2.40) and SIIAX (2.29) have similar cost to investors . PASAX is a more actively managed with annual turnover of: 56.00 vs. SIIAX (44.00). SIIAX initial investment is less costly to investors than PASAX (4%) vs PASAX (4%). PASAX has a lower initial minimum investment than SIIAX: PASAX (1000) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 7.20 vs. PASAX (6.67).
| PASAX | SIIAX | PASAX / SIIAX | |
| Total Expense Ratio | 2.31 | 1.76 | 132% |
| Annual Report Gross Expense Ratio | 2.40 | 2.29 | 105% |
| Fund Existence | 22 years | 4 years | - |
| Gain YTD | 3.834 | -0.275 | -1,394% |
| Front Load | 4% | 5% | 79% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 49.9M | 22,044% |
| Annual Yield % from dividends | 5.76 | 6.56 | 88% |
| Returns for 1 year | 6.67 | 7.20 | 93% |
| Returns for 3 years | 8.38 | 14.88 | 56% |
| Returns for 5 years | 39.29 | N/A | - |
| Returns for 10 years | 54.51 | 40.86 | 133% |
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