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PATRX vs PWDIX
PATRX vs PWDIX Comparison
Open Charts PATRX vs PWDIX
PATRX vs PWDIX Comparison Chart in %
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PATRX vs. PWDIX commentary
Aug 22, 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 PWDIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.5B vs. PWDIX (86M). PATRX pays higher dividends than PWDIX: PATRX (7.55) vs PWDIX (1.84). PATRX was incepted earlier than PWDIX: PATRX (21 years) vs PWDIX (13 years). PATRX (2.56) is less costly to investors than PWDIX (1.58). PWDIX is a more actively managed with annual turnover of: 181.00 vs. PATRX (48.00). PATRX has a lower initial minimum investment than PWDIX: PATRX (0) vs PWDIX (10000). PWDIX annual gain was more profitable for investors over the last year : 26.31 vs. PATRX (15.06). PWDIX return over 5 years is better than : 52.51 vs. PATRX (26.59).
| PATRX | PWDIX | PATRX / PWDIX | |
| Total Expense Ratio | 2.48 | 1.58 | 157% |
| Annual Report Gross Expense Ratio | 2.56 | 1.58 | 162% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 10.513 | 19.233 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.5B | 86M | 12,209% |
| Annual Yield % from dividends | 7.55 | 1.84 | 409% |
| Returns for 1 year | 15.06 | 26.31 | 57% |
| Returns for 3 years | 36.80 | 65.41 | 56% |
| Returns for 5 years | 26.59 | 52.51 | 51% |
| Returns for 10 years | 79.31 | 35.17 | 226% |
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