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PATRX vs PAUPX
PATRX vs PAUPX Comparison
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PATRX vs PAUPX Comparison Chart in %
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PATRX vs. PAUPX commentary
Jun 29, 2026
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: 10.5B vs. PAUPX (987M). PATRX (6.65) and PAUPX (6.60) have matching dividends . PATRX was incepted earlier than PAUPX: PATRX (20 years) vs PAUPX (18 years). PAUPX (4.90) is less costly to investors than PATRX (2.56). 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). PAUPX (15.83) and PATRX (15.82) have marching annual gain over last year. PATRX return over 5 years is better than : 22.44 vs. PAUPX (13.43).
| PATRX | PAUPX | PATRX / PAUPX | |
| Total Expense Ratio | 2.48 | 4.90 | 51% |
| Annual Report Gross Expense Ratio | 2.56 | 4.90 | 52% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 8.790 | 8.433 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 987M | 1,064% |
| Annual Yield % from dividends | 6.65 | 6.60 | 101% |
| Returns for 1 year | 15.82 | 15.83 | 100% |
| Returns for 3 years | 32.52 | 29.33 | 111% |
| Returns for 5 years | 22.44 | 13.43 | 167% |
| Returns for 10 years | 85.83 | 58.92 | 146% |
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