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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart
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PATRX vs. PAUNX commentary
May 01, 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: 11.2B vs. PAUNX (999M). PATRX pays higher dividends than PAUNX: PATRX (5.58) vs PAUNX (2.85). 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 annual gain was more profitable for investors over the last year : 6.81 vs. PATRX (6.20). PATRX return over 5 years is better than : 40.67 vs. PAUNX (31.43).
| 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 | 2.690 | 3.763 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 999M | 1,121% |
| Annual Yield % from dividends | 5.58 | 2.85 | 196% |
| Returns for 1 year | 6.20 | 6.81 | 91% |
| Returns for 3 years | 6.91 | -0.08 | -8,684% |
| Returns for 5 years | 40.67 | 31.43 | 129% |
| Returns for 10 years | 47.17 | N/A | - |
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