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PAANX vs PATRX
PAANX vs PATRX Comparison Chart in %
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PAANX vs. PATRX commentary
Jul 07, 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 PAANX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PAANX (11.1B) and PATRX (11.1B) have equal amount of cash in the bank . PAANX pays higher dividends than PATRX: PAANX (6.00) vs PATRX (5.61). PAANX was incepted earlier than PATRX: PAANX (7 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than PAANX (2.15). PAANX (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PAANX: PATRX (0) vs PAANX (1000000). PAANX annual gain was more profitable for investors over the last year : 9.15 vs. PATRX (8.47). PAANX return over 5 years is better than : 40.78 vs. PATRX (36.79).
| PAANX | PATRX | PAANX / PATRX | |
| Total Expense Ratio | 2.02 | 2.56 | 79% |
| Annual Report Gross Expense Ratio | 2.15 | 2.65 | 81% |
| Fund Existence | 7 years | 19 years | - |
| Gain YTD | 7.234 | 6.931 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 6.00 | 5.61 | 107% |
| Returns for 1 year | 9.15 | 8.47 | 108% |
| Returns for 3 years | 21.23 | 19.01 | 112% |
| Returns for 5 years | 40.78 | 36.79 | 111% |
| Returns for 10 years | N/A | 58.54 | - |
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