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PATRX vs PWDIX
PATRX vs PWDIX Comparison Chart in %
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PATRX vs. PWDIX commentary
Sep 18, 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: 11B vs. PWDIX (67.5M). PATRX pays higher dividends than PWDIX: PATRX (5.46) vs PWDIX (1.93). PATRX was incepted earlier than PWDIX: PATRX (20 years) vs PWDIX (12 years). PATRX (2.62) is less costly to investors than PWDIX (2.02). PWDIX is a more actively managed with annual turnover of: 285.00 vs. PATRX (40.00). 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 : 12.85 vs. PATRX (8.02). PWDIX return over 5 years is better than : 71.55 vs. PATRX (37.21).
| PATRX | PWDIX | PATRX / PWDIX | |
| Total Expense Ratio | 2.54 | 2.01 | 126% |
| Annual Report Gross Expense Ratio | 2.62 | 2.02 | 129% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 11.350 | 14.198 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 67.5M | 16,296% |
| Annual Yield % from dividends | 5.46 | 1.93 | 283% |
| Returns for 1 year | 8.02 | 12.85 | 62% |
| Returns for 3 years | 25.43 | 29.04 | 88% |
| Returns for 5 years | 37.21 | 71.55 | 52% |
| Returns for 10 years | 76.48 | 19.81 | 386% |
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