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AAMCX vs PATRX
AAMCX vs PATRX Comparison Chart in %
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AAMCX vs. PATRX commentary
Aug 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 AAMCX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. AAMCX (58.1M). PATRX pays higher dividends than AAMCX: PATRX (5.62) vs AAMCX (0.00). AAMCX was incepted earlier than PATRX: AAMCX (10 years) vs PATRX (20 years). AAMCX (2.66) and PATRX (2.65) have similar cost to investors . AAMCX is a more actively managed with annual turnover of: 207.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than AAMCX: PATRX (0) vs AAMCX (2500). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. AAMCX (6.75). PATRX return over 5 years is better than : 33.79 vs. AAMCX (15.17).
| AAMCX | PATRX | AAMCX / PATRX | |
| Total Expense Ratio | 2.66 | 2.56 | 104% |
| Annual Report Gross Expense Ratio | 2.66 | 2.65 | 101% |
| Fund Existence | 10 years | 20 years | - |
| Gain YTD | 6.449 | 8.078 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.1M | 10.9B | 1% |
| Annual Yield % from dividends | 0.00 | 5.62 | - |
| Returns for 1 year | 6.75 | 7.46 | 90% |
| Returns for 3 years | 18.40 | 14.62 | 126% |
| Returns for 5 years | 15.17 | 33.79 | 45% |
| Returns for 10 years | N/A | 65.33 | - |
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