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PATRX vs PWDIX
PATRX vs PWDIX Comparison Chart in %
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PATRX vs. PWDIX commentary
Jul 15, 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 Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. PWDIX (68.5M). PATRX pays higher dividends than PWDIX: PATRX (5.61) vs PWDIX (2.04). PATRX was incepted earlier than PWDIX: PATRX (19 years) vs PWDIX (12 years). PATRX (2.65) 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 : 15.25 vs. PATRX (6.23). PWDIX return over 5 years is better than : 61.97 vs. PATRX (34.36).
| PATRX | PWDIX | PATRX / PWDIX | |
| Total Expense Ratio | 2.56 | 2.01 | 128% |
| Annual Report Gross Expense Ratio | 2.65 | 2.02 | 131% |
| Fund Existence | 19 years | 12 years | - |
| Gain YTD | 6.453 | 9.705 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 68.5M | 16,204% |
| Annual Yield % from dividends | 5.61 | 2.04 | 275% |
| Returns for 1 year | 6.23 | 15.25 | 41% |
| Returns for 3 years | 20.02 | 23.97 | 84% |
| Returns for 5 years | 34.36 | 61.97 | 55% |
| Returns for 10 years | 57.14 | 11.60 | 493% |
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