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PASCX vs PATRX
PASCX vs PATRX Comparison Chart
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PASCX vs. PATRX commentary
Jun 16, 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 PASCX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX (11B) and PATRX (11B) have equal amount of cash in the bank . PATRX pays higher dividends than PASCX: PATRX (5.52) vs PASCX (4.97). PASCX was incepted earlier than PATRX: PASCX (22 years) vs PATRX (19 years). PASCX (3.15) is less costly to investors than PATRX (2.65). PASCX (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASCX: PATRX (0) vs PASCX (1000). PATRX annual gain was more profitable for investors over the last year : 6.92 vs. PASCX (6.32). PATRX return over 5 years is better than : 35.81 vs. PASCX (32.29).
| PASCX | PATRX | PASCX / PATRX | |
| Total Expense Ratio | 3.06 | 2.56 | 119% |
| Annual Report Gross Expense Ratio | 3.15 | 2.65 | 119% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 4.762 | 5.020 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 4.97 | 5.52 | 90% |
| Returns for 1 year | 6.32 | 6.92 | 91% |
| Returns for 3 years | 14.99 | 16.78 | 89% |
| Returns for 5 years | 32.29 | 35.81 | 90% |
| Returns for 10 years | 46.93 | 54.55 | 86% |
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