PASCX
Price
$11.82
Change
-$0.02 (-0.17%)
Updated
Sep 11 closing price
Net Assets
10.86B
PATRX
Price
$11.74
Change
-$0.03 (-0.25%)
Updated
Sep 11 closing price
Net Assets
10.86B
Interact to see
Advertisement

PASCX vs PATRX

PASCX vs PATRX Comparison Chart in %
View a ticker or compare two or three
VS
PASCX vs. PATRX commentary
Sep 13, 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 PASCX is a Hold and PATRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PASCX (10.9B) and PATRX (10.9B) have equal amount of cash in the bank . PATRX pays higher dividends than PASCX: PATRX (7.47) vs PASCX (6.96). PASCX was incepted earlier than PATRX: PASCX (23 years) vs PATRX (21 years). PASCX (3.00) is less costly to investors than PATRX (2.50). PASCX (48.00) and PATRX (48.00) 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 : 12.23 vs. PASCX (11.62). PATRX return over 5 years is better than : 23.04 vs. PASCX (20.11).
PASCXPATRXPASCX / PATRX
Total Expense Ratio2.902.40121%
Annual Report Gross Expense Ratio3.002.50120%
Fund Existence23 years21 years-
Gain YTD9.1799.60296%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets10.9B10.9B100%
Annual Yield % from dividends6.967.4793%
Returns for 1 year11.6212.2395%
Returns for 3 years31.3833.2095%
Returns for 5 years20.1123.0487%
Returns for 10 years71.6280.3789%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RVVHX12.010.15
+1.26%
Royce Small-Cap Value Investment
HIACX53.62N/A
N/A
Hartford Capital Appreciation HLS IA
CVFYX18.74N/A
N/A
Victory Pioneer Disciplined Value Y
WILJX25.19N/A
N/A
William Blair International Ldrs R6
TRPIX57.21N/A
N/A
T. Rowe Price Value I