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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
Aug 28, 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 (964M). PAUPX pays higher dividends than PATRX: PAUPX (8.00) vs PATRX (7.55). PATRX was incepted earlier than PAUPX: PATRX (21 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: 66.00 vs. PATRX (48.00). PATRX has a lower initial minimum investment than PAUPX: PATRX (0) vs PAUPX (1000000). PATRX (14.72) and PAUPX (14.19) have marching annual gain over last year. PATRX return over 5 years is better than : 24.61 vs. PAUPX (15.15).
| PATRX | PAUPX | PATRX / PAUPX | |
| Total Expense Ratio | 2.48 | 4.90 | 51% |
| Annual Report Gross Expense Ratio | 2.56 | 4.90 | 52% |
| Fund Existence | 21 years | 18 years | - |
| Gain YTD | 11.057 | 10.080 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 964M | 1,089% |
| Annual Yield % from dividends | 7.55 | 8.00 | 94% |
| Returns for 1 year | 14.72 | 14.19 | 104% |
| Returns for 3 years | 35.41 | 32.74 | 108% |
| Returns for 5 years | 24.61 | 15.15 | 162% |
| Returns for 10 years | 80.83 | 54.03 | 150% |
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