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PALPX vs PATRX
PALPX vs PATRX Comparison Chart in %
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PALPX vs. PATRX commentary
Dec 04, 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 PALPX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX (9.88B) and PATRX (9.88B) have equal amount of cash in the bank . PALPX pays higher dividends than PATRX: PALPX (5.30) vs PATRX (4.85). PALPX was incepted earlier than PATRX: PALPX (18 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than PALPX (2.02). PALPX (40.00) and PATRX (40.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PALPX: PATRX (0) vs PALPX (1000000). PALPX annual gain was more profitable for investors over the last year : 10.86 vs. PATRX (10.20). PALPX return over 5 years is better than : 34.16 vs. PATRX (30.10).
| PALPX | PATRX | PALPX / PATRX | |
| Total Expense Ratio | 1.94 | 2.48 | 78% |
| Annual Report Gross Expense Ratio | 2.02 | 2.56 | 79% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 13.722 | 13.087 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.88B | 9.88B | 100% |
| Annual Yield % from dividends | 5.30 | 4.85 | 109% |
| Returns for 1 year | 10.86 | 10.20 | 106% |
| Returns for 3 years | 25.12 | 22.92 | 110% |
| Returns for 5 years | 34.16 | 30.10 | 114% |
| Returns for 10 years | 91.71 | 80.42 | 114% |
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