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PALPX vs SRGIX
PALPX vs SRGIX Comparison Chart in %
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PALPX vs. SRGIX commentary
Sep 10, 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 SRGIX is a Buy.
FUNDAMENTALS
Fundamentals
PALPX has more cash in the bank: 11B vs. SRGIX (22.6M). PALPX pays higher dividends than SRGIX: PALPX (5.92) vs SRGIX (1.51). PALPX was incepted earlier than SRGIX: PALPX (17 years) vs SRGIX (12 years). SRGIX (2.31) is less costly to investors than PALPX (2.02). SRGIX is a more actively managed with annual turnover of: 133.00 vs. PALPX (40.00). PALPX (1000000) and SRGIX (1000000) have matching initial minimum investment requirements. SRGIX (9.65) and PALPX (9.35) have marching annual gain over last year. PALPX return over 5 years is better than : 41.47 vs. SRGIX (14.51).
| PALPX | SRGIX | PALPX / SRGIX | |
| Total Expense Ratio | 1.94 | 1.31 | 148% |
| Annual Report Gross Expense Ratio | 2.02 | 2.31 | 87% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 10.869 | 9.216 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 22.6M | 48,673% |
| Annual Yield % from dividends | 5.92 | 1.51 | 392% |
| Returns for 1 year | 9.35 | 9.65 | 97% |
| Returns for 3 years | 23.29 | 26.72 | 87% |
| Returns for 5 years | 41.47 | 14.51 | 286% |
| Returns for 10 years | 86.46 | 36.14 | 239% |
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