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PALPX vs PWDAX
PALPX vs PWDAX Comparison Chart in %
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PALPX vs. PWDAX commentary
Aug 20, 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 PWDAX is a Buy.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 10.9B vs. PWDAX (68.5M). PALPX pays higher dividends than PWDAX: PALPX (6.10) vs PWDAX (1.76). PALPX was incepted earlier than PWDAX: PALPX (17 years) vs PWDAX (12 years). PWDAX (2.27) is less costly to investors than PALPX (2.04). PWDAX is a more actively managed with annual turnover of: 285.00 vs. PALPX (40.00). PWDAX has a lower initial minimum investment than PALPX: PWDAX (1000) vs PALPX (1000000). PWDAX annual gain was more profitable for investors over the last year : 11.88 vs. PALPX (7.68). PWDAX return over 5 years is better than : 66.15 vs. PALPX (38.46).
| PALPX | PWDAX | PALPX / PWDAX | |
| Total Expense Ratio | 1.97 | 2.26 | 87% |
| Annual Report Gross Expense Ratio | 2.04 | 2.27 | 90% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 8.600 | 10.610 | 81% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 68.5M | 15,912% |
| Annual Yield % from dividends | 6.10 | 1.76 | 346% |
| Returns for 1 year | 7.68 | 11.88 | 65% |
| Returns for 3 years | 18.12 | 19.50 | 93% |
| Returns for 5 years | 38.46 | 66.15 | 58% |
| Returns for 10 years | 78.96 | 13.66 | 578% |
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