Interact to see
Advertisement
Advertisement
PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PATRX vs. PAUNX commentary
Jun 14, 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 PATRX is a Hold and PAUNX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PAUNX (959M). PATRX pays higher dividends than PAUNX: PATRX (5.52) vs PAUNX (2.82). PATRX was incepted earlier than PAUNX: PATRX (19 years) vs PAUNX (7 years). PAUNX (5.41) is less costly to investors than PATRX (2.65). PAUNX is a more actively managed with annual turnover of: 67.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than PAUNX: PATRX (0) vs PAUNX (1000000). PAUNX (7.66) and PATRX (7.50) have marching annual gain over last year. PATRX return over 5 years is better than : 36.55 vs. PAUNX (26.57).
| PATRX | PAUNX | PATRX / PAUNX | |
| Total Expense Ratio | 2.56 | 5.36 | 48% |
| Annual Report Gross Expense Ratio | 2.65 | 5.41 | 49% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | 5.593 | 6.465 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 959M | 1,147% |
| Annual Yield % from dividends | 5.52 | 2.82 | 196% |
| Returns for 1 year | 7.50 | 7.66 | 98% |
| Returns for 3 years | 17.42 | 10.75 | 162% |
| Returns for 5 years | 36.55 | 26.57 | 138% |
| Returns for 10 years | 55.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers