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PALPX vs PATRX
PALPX vs PATRX Comparison Chart in %
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PALPX vs. PATRX commentary
Sep 09, 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 (11B) and PATRX (11B) have equal amount of cash in the bank . PALPX pays higher dividends than PATRX: PALPX (5.92) vs PATRX (5.46). PALPX was incepted earlier than PATRX: PALPX (17 years) vs PATRX (20 years). PATRX (2.62) 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 : 8.88 vs. PATRX (8.29). PALPX return over 5 years is better than : 40.87 vs. PATRX (36.75).
| PALPX | PATRX | PALPX / PATRX | |
| Total Expense Ratio | 1.94 | 2.54 | 76% |
| Annual Report Gross Expense Ratio | 2.02 | 2.62 | 77% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 10.585 | 10.180 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 5.92 | 5.46 | 108% |
| Returns for 1 year | 8.88 | 8.29 | 107% |
| Returns for 3 years | 24.74 | 22.63 | 109% |
| Returns for 5 years | 40.87 | 36.75 | 111% |
| Returns for 10 years | 86.50 | 75.56 | 114% |
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