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PASAX vs PATRX
PASAX vs PATRX Comparison Chart in %
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PASAX vs. PATRX commentary
Jul 07, 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 PASAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX (11.1B) and PATRX (11.1B) have equal amount of cash in the bank . PASAX (5.77) and PATRX (5.61) have matching dividends . PASAX was incepted earlier than PATRX: PASAX (22 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than PASAX (2.40). PASAX (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASAX: PATRX (0) vs PASAX (1000). PASAX (8.72) and PATRX (8.47) have marching annual gain over last year. PASAX (38.58) and PATRX (36.79) have equivalent 5 years return.
| PASAX | PATRX | PASAX / PATRX | |
| Total Expense Ratio | 2.31 | 2.56 | 90% |
| Annual Report Gross Expense Ratio | 2.40 | 2.65 | 91% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 7.147 | 6.931 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 5.77 | 5.61 | 103% |
| Returns for 1 year | 8.72 | 8.47 | 103% |
| Returns for 3 years | 20.05 | 19.01 | 105% |
| Returns for 5 years | 38.58 | 36.79 | 105% |
| Returns for 10 years | 62.77 | 58.54 | 107% |
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