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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart in %
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PATRX vs. PAUNX commentary
Oct 06, 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: 10.1B vs. PAUNX (999M). PATRX pays higher dividends than PAUNX: PATRX (4.96) vs PAUNX (3.04). PATRX was incepted earlier than PAUNX: PATRX (20 years) vs PAUNX (7 years). PAUNX (5.00) is less costly to investors than PATRX (2.62). 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). PAUNX (8.18) and PATRX (7.93) have marching annual gain over last year. PATRX return over 5 years is better than : 39.78 vs. PAUNX (30.78).
| PATRX | PAUNX | PATRX / PAUNX | |
| Total Expense Ratio | 2.54 | 4.95 | 51% |
| Annual Report Gross Expense Ratio | 2.62 | 5.00 | 52% |
| Fund Existence | 20 years | 7 years | - |
| Gain YTD | 11.350 | 12.379 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 999M | 1,011% |
| Annual Yield % from dividends | 4.96 | 3.04 | 163% |
| Returns for 1 year | 7.93 | 8.18 | 97% |
| Returns for 3 years | 29.40 | 24.73 | 119% |
| Returns for 5 years | 39.78 | 30.78 | 129% |
| Returns for 10 years | 75.65 | N/A | - |
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