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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart in %
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PATRX vs. PAUNX commentary
Jul 17, 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: 11.1B vs. PAUNX (975M). PATRX pays higher dividends than PAUNX: PATRX (5.61) vs PAUNX (2.87). 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: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUNX: PATRX (0) vs PAUNX (1000000). PAUNX (6.79) and PATRX (6.61) have marching annual gain over last year. PATRX return over 5 years is better than : 34.72 vs. PAUNX (24.85).
| 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 | 6.644 | 7.260 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 975M | 1,138% |
| Annual Yield % from dividends | 5.61 | 2.87 | 195% |
| Returns for 1 year | 6.61 | 6.79 | 97% |
| Returns for 3 years | 20.24 | 13.55 | 149% |
| Returns for 5 years | 34.72 | 24.85 | 140% |
| Returns for 10 years | 57.42 | N/A | - |
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