Interact to see
Advertisement
Advertisement
PASCX vs PATRX
PASCX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PASCX vs. PATRX commentary
Sep 09, 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 (5.46) vs PASCX (4.92). PASCX was incepted earlier than PATRX: PASCX (22 years) vs PATRX (20 years). PASCX (3.12) is less costly to investors than PATRX (2.62). PASCX (40.00) and PATRX (40.00) 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 : 8.48 vs. PASCX (7.87). PATRX return over 5 years is better than : 36.99 vs. PASCX (33.43).
| PASCX | PATRX | PASCX / PATRX | |
| Total Expense Ratio | 3.04 | 2.54 | 120% |
| Annual Report Gross Expense Ratio | 3.12 | 2.62 | 119% |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 9.787 | 10.180 | 96% |
| 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 | 4.92 | 5.46 | 90% |
| Returns for 1 year | 7.87 | 8.48 | 93% |
| Returns for 3 years | 19.02 | 20.85 | 91% |
| Returns for 5 years | 33.43 | 36.99 | 90% |
| Returns for 10 years | 66.42 | 75.22 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement