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PASAX vs PAUIX
PASAX vs PAUIX Comparison Chart in %
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PASAX vs. PAUIX 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 PAUIX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11B vs. PAUIX (992M). PASAX pays higher dividends than PAUIX: PASAX (5.62) vs PAUIX (2.94). PASAX was incepted earlier than PAUIX: PASAX (22 years) vs PAUIX (22 years). PAUIX (4.80) is less costly to investors than PASAX (2.37). PAUIX is a more actively managed with annual turnover of: 54.00 vs. PASAX (40.00). PASAX has a lower initial minimum investment than PAUIX: PASAX (1000) vs PAUIX (1000000). PASAX (8.54) and PAUIX (8.26) have marching annual gain over last year. PASAX return over 5 years is better than : 38.41 vs. PAUIX (29.29).
| PASAX | PAUIX | PASAX / PAUIX | |
| Total Expense Ratio | 2.29 | 4.80 | 48% |
| Annual Report Gross Expense Ratio | 2.37 | 4.80 | 49% |
| Fund Existence | 22 years | 22 years | - |
| Gain YTD | 10.365 | 11.481 | 90% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 992M | 1,109% |
| Annual Yield % from dividends | 5.62 | 2.94 | 191% |
| Returns for 1 year | 8.54 | 8.26 | 103% |
| Returns for 3 years | 23.54 | 17.82 | 132% |
| Returns for 5 years | 38.41 | 29.29 | 131% |
| Returns for 10 years | 79.95 | 51.47 | 155% |
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