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PATRX vs PAUPX
PATRX vs PAUPX Comparison Chart in %
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PATRX vs. PAUPX commentary
Aug 07, 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: 10.9B vs. PAUPX (965M). PATRX pays higher dividends than PAUPX: PATRX (5.62) vs PAUPX (2.94). PATRX was incepted earlier than PAUPX: PATRX (20 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: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUPX: PATRX (0) vs PAUPX (1000000). PATRX annual gain was more profitable for investors over the last year : 8.06 vs. PAUPX (7.64). PATRX return over 5 years is better than : 32.61 vs. PAUPX (23.69).
| PATRX | PAUPX | PATRX / PAUPX | |
| Total Expense Ratio | 2.56 | 5.31 | 48% |
| Annual Report Gross Expense Ratio | 2.65 | 5.31 | 50% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 7.218 | 8.080 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 965M | 1,130% |
| Annual Yield % from dividends | 5.62 | 2.94 | 191% |
| Returns for 1 year | 8.06 | 7.64 | 106% |
| Returns for 3 years | 16.35 | 10.06 | 162% |
| Returns for 5 years | 32.61 | 23.69 | 138% |
| Returns for 10 years | 62.25 | 37.61 | 166% |
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