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PATRX vs PWDIX
PATRX vs PWDIX Comparison Chart in %
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PATRX vs. PWDIX commentary
Oct 26, 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 PWDIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.1B vs. PWDIX (65.7M). PATRX pays higher dividends than PWDIX: PATRX (4.96) vs PWDIX (2.03). PATRX was incepted earlier than PWDIX: PATRX (20 years) vs PWDIX (12 years). PATRX (2.56) is less costly to investors than PWDIX (2.02). PWDIX is a more actively managed with annual turnover of: 181.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PWDIX: PATRX (0) vs PWDIX (10000). PATRX (11.01) and PWDIX (10.83) have marching annual gain over last year. PWDIX return over 5 years is better than : 66.16 vs. PATRX (39.36).
| PATRX | PWDIX | PATRX / PWDIX | |
| Total Expense Ratio | 2.48 | 2.01 | 124% |
| Annual Report Gross Expense Ratio | 2.56 | 2.02 | 127% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 12.797 | 13.435 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.1B | 65.7M | 15,373% |
| Annual Yield % from dividends | 4.96 | 2.03 | 244% |
| Returns for 1 year | 11.01 | 10.83 | 102% |
| Returns for 3 years | 31.84 | 27.85 | 114% |
| Returns for 5 years | 39.36 | 66.16 | 59% |
| Returns for 10 years | 75.94 | 19.46 | 390% |
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