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PATRX vs PAUIX
PATRX vs PAUIX Comparison
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PATRX vs PAUIX Comparison Chart in %
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PATRX vs. PAUIX commentary
Aug 03, 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 PATRX is a Hold and PAUIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.4B vs. PAUIX (969M). PAUIX pays higher dividends than PATRX: PAUIX (8.11) vs PATRX (7.55). PATRX was incepted earlier than PAUIX: PATRX (21 years) vs PAUIX (23 years). PAUIX (4.80) is less costly to investors than PATRX (2.56). PAUIX is a more actively managed with annual turnover of: 66.00 vs. PATRX (48.00). PATRX has a lower initial minimum investment than PAUIX: PATRX (0) vs PAUIX (1000000). PATRX (15.90) and PAUIX (15.78) have marching annual gain over last year. PATRX return over 5 years is better than : 22.74 vs. PAUIX (14.02).
| PATRX | PAUIX | PATRX / PAUIX | |
| Total Expense Ratio | 2.48 | 4.80 | 52% |
| Annual Report Gross Expense Ratio | 2.56 | 4.80 | 53% |
| Fund Existence | 21 years | 23 years | - |
| Gain YTD | 9.062 | 8.034 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.4B | 969M | 1,073% |
| Annual Yield % from dividends | 7.55 | 8.11 | 93% |
| Returns for 1 year | 15.90 | 15.78 | 101% |
| Returns for 3 years | 30.29 | 27.75 | 109% |
| Returns for 5 years | 22.74 | 14.02 | 162% |
| Returns for 10 years | 79.64 | 54.55 | 146% |
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