Interact to see
Advertisement
Advertisement
PASAX vs PAUAX
PASAX vs PAUAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PASAX vs. PAUAX commentary
Sep 09, 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 PAUAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11B vs. PAUAX (992M). PASAX pays higher dividends than PAUAX: PASAX (5.62) vs PAUAX (2.53). PASAX was incepted earlier than PAUAX: PASAX (22 years) vs PAUAX (20 years). PAUAX (5.25) is less costly to investors than PASAX (2.37). PAUAX is a more actively managed with annual turnover of: 54.00 vs. PASAX (40.00). PAUAX initial investment is less costly to investors than PASAX (4%) vs PASAX (4%). PASAX (1000) and PAUAX (1000) have matching initial minimum investment requirements. PASAX annual gain was more profitable for investors over the last year : 8.54 vs. PAUAX (7.80). PASAX return over 5 years is better than : 38.41 vs. PAUAX (26.39).
| PASAX | PAUAX | PASAX / PAUAX | |
| Total Expense Ratio | 2.29 | 5.25 | 44% |
| Annual Report Gross Expense Ratio | 2.37 | 5.25 | 45% |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 10.365 | 11.122 | 93% |
| Front Load | 4% | 6% | 68% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 992M | 1,109% |
| Annual Yield % from dividends | 5.62 | 2.53 | 222% |
| Returns for 1 year | 8.54 | 7.80 | 110% |
| Returns for 3 years | 23.54 | 16.29 | 145% |
| Returns for 5 years | 38.41 | 26.39 | 146% |
| Returns for 10 years | 79.95 | 44.80 | 178% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASRYX | 8.31 | 0.07 | +0.85% |
| Invesco Global Real Estate Income Y | |||
| VHYAX | 42.08 | 0.09 | +0.21% |
| Vanguard High Dividend Yield Index Adm | |||
| ARSVX | 16.13 | 0.02 | +0.12% |
| AMG River Road Small Cap Value N | |||
| COMAX | 28.49 | -0.03 | -0.11% |
| DWS Digital Horizons A | |||
| MRFGX | 23.87 | -0.04 | -0.17% |
| BlackRock Capital Appreciation R | |||