PATRX
Price
$10.75
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
PWDIX
Price
$8.68
Change
-$0.00 (-0.00%)
Updated
Apr 22, 6:59 PM EST
Ad is loading...

Analysis and predictions PATRX vs PWDIX

Header iconPATRX vs PWDIX Comparison
Open Charts PATRX vs PWDIXBanner chart's image
PIMCO All Asset R
Price$10.75
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Donoghue Forlines Dividend I
Price$8.68
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
PATRX vs PWDIX Comparison Chart

Loading...

VS
PATRX vs. PWDIX commentary
Apr 24, 2024

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 Sell.

FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 13.2B vs. PWDIX (23M). PATRX pays higher dividends than PWDIX: PATRX (3.21) vs PWDIX (1.58). PATRX was incepted earlier than PWDIX: PATRX (18 years) vs PWDIX (10 years). PWDIX is a more actively managed with annual turnover of: 193.00 vs. PATRX (73.00). 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 : 9.15 vs. PATRX (3.78). PATRX return over 5 years is better than : 22.39 vs. PWDIX (11.37).
PATRXPWDIXPATRX / PWDIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence18 years10 years-
Gain YTD-0.7024.246-17%
Front LoadN/AN/A-
Min. Initial Investment010000-
Min. Initial Investment IRAN/AN/A-
Net Assets13.2B23M57,391%
Annual Yield % from dividends3.211.58203%
Returns for 1 year3.789.1541%
Returns for 3 years-0.603.48-17%
Returns for 5 years22.3911.37197%
Returns for 10 years37.38-0.47-7,872%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BFOCX20.940.26
+1.26%
Berkshire Focus
NLCAX41.540.47
+1.14%
Voya Large-Cap Growth A
JMGMX49.550.42
+0.85%
JPMorgan Mid Cap Growth R6
SEGPX46.160.38
+0.83%
Guggenheim Large Cap Value P
FMPOX29.910.23
+0.77%
Fidelity Advisor Mid Cap Value I