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PATRX vs PAUPX
PATRX vs PAUPX Comparison Chart in %
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PATRX vs. PAUPX commentary
Jul 03, 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 PAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PAUPX (959M). PATRX pays higher dividends than PAUPX: PATRX (5.61) vs PAUPX (2.92). PATRX was incepted earlier than PAUPX: PATRX (19 years) vs PAUPX (17 years). PAUPX (5.31) is less costly to investors than PATRX (2.65). PAUPX is a more actively managed with annual turnover of: 67.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than PAUPX: PATRX (0) vs PAUPX (1000000). PAUPX annual gain was more profitable for investors over the last year : 9.86 vs. PATRX (8.77). PATRX return over 5 years is better than : 36.54 vs. PAUPX (27.40).
| PATRX | PAUPX | PATRX / PAUPX | |
| Total Expense Ratio | 2.56 | 5.31 | 48% |
| Annual Report Gross Expense Ratio | 2.65 | 5.31 | 50% |
| Fund Existence | 19 years | 17 years | - |
| Gain YTD | 6.740 | 7.762 | 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 | 5.61 | 2.92 | 192% |
| Returns for 1 year | 8.77 | 9.86 | 89% |
| Returns for 3 years | 18.80 | 12.44 | 151% |
| Returns for 5 years | 36.54 | 27.40 | 133% |
| Returns for 10 years | 57.15 | 32.63 | 175% |
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