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PALPX vs PATRX
PALPX vs PATRX Comparison Chart in %
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PALPX 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 PALPX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX (10.9B) and PATRX (10.9B) have equal amount of cash in the bank . PALPX pays higher dividends than PATRX: PALPX (6.10) vs PATRX (5.62). PALPX was incepted earlier than PATRX: PALPX (17 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than PALPX (2.04). 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 : 8.16 vs. PATRX (7.46). PALPX return over 5 years is better than : 37.86 vs. PATRX (33.79).
| PALPX | PATRX | PALPX / PATRX | |
| Total Expense Ratio | 1.97 | 2.56 | 77% |
| Annual Report Gross Expense Ratio | 2.04 | 2.65 | 77% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 8.506 | 8.078 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 6.10 | 5.62 | 109% |
| Returns for 1 year | 8.16 | 7.46 | 109% |
| Returns for 3 years | 16.69 | 14.62 | 114% |
| Returns for 5 years | 37.86 | 33.79 | 112% |
| Returns for 10 years | 75.74 | 65.33 | 116% |
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