Interact to see
Advertisement
Advertisement
PASAX vs PATRX
PASAX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PASAX vs. PATRX commentary
Jan 16, 2026
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 PASAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX (9.7B) and PATRX (9.7B) have equal amount of cash in the bank . PASAX (7.96) and PATRX (7.83) have matching dividends . PASAX was incepted earlier than PATRX: PASAX (23 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than PASAX (2.31). PASAX (40.00) and PATRX (40.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASAX: PATRX (0) vs PASAX (1000). PASAX (16.21) and PATRX (16.00) have marching annual gain over last year. PASAX return over 5 years is better than : 27.38 vs. PATRX (25.88).
| PASAX | PATRX | PASAX / PATRX | |
| Total Expense Ratio | 2.23 | 2.48 | 90% |
| Annual Report Gross Expense Ratio | 2.31 | 2.56 | 90% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 1.926 | 1.949 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 9.7B | 100% |
| Annual Yield % from dividends | 7.96 | 7.83 | 102% |
| Returns for 1 year | 16.21 | 16.00 | 101% |
| Returns for 3 years | 23.96 | 23.14 | 104% |
| Returns for 5 years | 27.38 | 25.88 | 106% |
| Returns for 10 years | 99.35 | 94.55 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers