AAMIX
Price
$12.29
Change
-$0.03 (-0.24%)
Updated
Aug 15 closing price
Net Assets
58.07M
PATRX
Price
$11.31
Change
-$0.01 (-0.09%)
Updated
Aug 15 closing price
Net Assets
10.86B
Interact to see
Advertisement

AAMIX vs PATRX

Header iconAAMIX vs PATRX Comparison
Open Charts AAMIX vs PATRXBanner chart's image
Absolute Capital Asset Allocator Instl
Price$12.29
Change-$0.03 (-0.24%)
VolumeN/A
Net Assets58.07M
PIMCO All Asset R
Price$11.31
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.86B
AAMIX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AAMIX 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 AAMIX is a StrongBuy and PATRX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. AAMIX (58.1M). PATRX pays higher dividends than AAMIX: PATRX (5.62) vs AAMIX (0.00). AAMIX was incepted earlier than PATRX: AAMIX (10 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than AAMIX (1.64). AAMIX is a more actively managed with annual turnover of: 207.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than AAMIX: PATRX (0) vs AAMIX (100000). AAMIX annual gain was more profitable for investors over the last year : 8.09 vs. PATRX (7.46). PATRX return over 5 years is better than : 33.79 vs. AAMIX (20.73).
AAMIXPATRXAAMIX / PATRX
Total Expense Ratio1.642.5664%
Annual Report Gross Expense Ratio1.642.6562%
Fund Existence10 years20 years-
Gain YTD7.0568.07887%
Front LoadN/AN/A-
Min. Initial Investment1000000-
Min. Initial Investment IRAN/AN/A-
Net Assets58.1M10.9B1%
Annual Yield % from dividends0.005.62-
Returns for 1 year8.097.46108%
Returns for 3 years21.8014.62149%
Returns for 5 years20.7333.7961%
Returns for 10 yearsN/A65.33-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
GCBLX36.090.02
+0.06%
Green Century Balanced
VBAIX51.15-0.12
-0.23%
Vanguard Balanced Index I
STRBX20.10-0.13
-0.64%
Sterling Capital Behav Sm Cp Val Eq R6
JSERX54.05-0.43
-0.79%
JPMorgan Small Cap Equity R5
FAIRX33.02-0.30
-0.90%
Fairholme