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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart in %
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PATRX vs. PAUNX commentary
Aug 07, 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: 10.9B vs. PAUNX (965M). PATRX pays higher dividends than PAUNX: PATRX (5.62) vs PAUNX (2.89). PATRX was incepted earlier than PAUNX: PATRX (20 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: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUNX: PATRX (0) vs PAUNX (1000000). PATRX annual gain was more profitable for investors over the last year : 8.06 vs. PAUNX (7.58). PATRX return over 5 years is better than : 32.61 vs. PAUNX (23.36).
| PATRX | PAUNX | PATRX / PAUNX | |
| Total Expense Ratio | 2.56 | 5.36 | 48% |
| Annual Report Gross Expense Ratio | 2.65 | 5.41 | 49% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 7.218 | 8.054 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 965M | 1,130% |
| Annual Yield % from dividends | 5.62 | 2.89 | 194% |
| Returns for 1 year | 8.06 | 7.58 | 106% |
| Returns for 3 years | 16.35 | 9.86 | 166% |
| Returns for 5 years | 32.61 | 23.36 | 140% |
| Returns for 10 years | 62.25 | N/A | - |