Ad is loading...
PATRX vs PAUPX
PATRX vs PAUPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PATRX vs. PAUPX commentary
May 14, 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 (1.05B). PATRX pays higher dividends than PAUPX: PATRX (5.59) vs PAUPX (2.89). 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 : 5.86 vs. PATRX (5.52). PATRX return over 5 years is better than : 44.24 vs. PAUPX (35.42).
| 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 | 3.068 | 3.775 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 1.05B | 1,053% |
| Annual Yield % from dividends | 5.59 | 2.89 | 194% |
| Returns for 1 year | 5.52 | 5.86 | 94% |
| Returns for 3 years | 10.11 | 3.38 | 299% |
| Returns for 5 years | 44.24 | 35.42 | 125% |
| Returns for 10 years | 47.21 | 23.75 | 199% |
View a ticker or compare two or three
VS
VS
Ad is loading...