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PASAX vs PWDAX
PASAX vs PWDAX Comparison Chart in %
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PASAX vs. PWDAX commentary
Sep 28, 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 PWDAX is a Buy.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11B vs. PWDAX (67.2M). PASAX pays higher dividends than PWDAX: PASAX (5.62) vs PWDAX (1.69). PASAX was incepted earlier than PWDAX: PASAX (22 years) vs PWDAX (12 years). PASAX (2.37) and PWDAX (2.27) have similar cost to investors . PWDAX is a more actively managed with annual turnover of: 285.00 vs. PASAX (40.00). PWDAX initial investment is less costly to investors than PASAX (4%) vs PASAX (4%). PASAX (1000) and PWDAX (1000) have matching initial minimum investment requirements. PWDAX annual gain was more profitable for investors over the last year : 12.50 vs. PASAX (6.97). PWDAX return over 5 years is better than : 79.61 vs. PASAX (41.99).
| PASAX | PWDAX | PASAX / PWDAX | |
| Total Expense Ratio | 2.29 | 2.26 | 101% |
| Annual Report Gross Expense Ratio | 2.37 | 2.27 | 104% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 10.731 | 15.183 | 71% |
| Front Load | 4% | 5% | 75% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 67.2M | 16,369% |
| Annual Yield % from dividends | 5.62 | 1.69 | 332% |
| Returns for 1 year | 6.97 | 12.50 | 56% |
| Returns for 3 years | 32.70 | 34.88 | 94% |
| Returns for 5 years | 41.99 | 79.61 | 53% |
| Returns for 10 years | 84.87 | 18.69 | 454% |
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