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PALPX vs PAUPX
PALPX vs PAUPX Comparison Chart in %
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PALPX vs. PAUPX 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 PAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11B vs. PAUPX (992M). PALPX pays higher dividends than PAUPX: PALPX (5.92) vs PAUPX (2.85). PALPX was incepted earlier than PAUPX: PALPX (17 years) vs PAUPX (17 years). PAUPX (4.90) is less costly to investors than PALPX (2.02). PAUPX is a more actively managed with annual turnover of: 54.00 vs. PALPX (40.00). PALPX (1000000) and PAUPX (1000000) have matching initial minimum investment requirements. PALPX annual gain was more profitable for investors over the last year : 8.88 vs. PAUPX (7.99). PALPX return over 5 years is better than : 40.87 vs. PAUPX (28.64).
| PALPX | PAUPX | PALPX / PAUPX | |
| Total Expense Ratio | 1.94 | 4.90 | 39% |
| Annual Report Gross Expense Ratio | 2.02 | 4.90 | 41% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 10.585 | 11.259 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 992M | 1,109% |
| Annual Yield % from dividends | 5.92 | 2.85 | 208% |
| Returns for 1 year | 8.88 | 7.99 | 111% |
| Returns for 3 years | 24.74 | 17.28 | 143% |
| Returns for 5 years | 40.87 | 28.64 | 143% |
| Returns for 10 years | 86.50 | 49.93 | 173% |
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