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PASAX vs PATRX
PASAX vs PATRX Comparison Chart in %
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PASAX vs. PATRX commentary
Aug 18, 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 (10.9B) and PATRX (10.9B) have equal amount of cash in the bank . PASAX (5.79) and PATRX (5.62) have matching dividends . PASAX was incepted earlier than PATRX: PASAX (22 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than PASAX (2.40). 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 (7.82) and PATRX (7.46) have marching annual gain over last year. PASAX (35.44) and PATRX (33.79) 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 | 20 years | - |
| Gain YTD | 8.283 | 8.078 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 10.9B | 100% |
| Annual Yield % from dividends | 5.79 | 5.62 | 103% |
| Returns for 1 year | 7.82 | 7.46 | 105% |
| Returns for 3 years | 15.45 | 14.62 | 106% |
| Returns for 5 years | 35.44 | 33.79 | 105% |
| Returns for 10 years | 69.54 | 65.33 | 106% |
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