Interact to see
Advertisement
Advertisement
PASAX vs PWDIX
PASAX vs PWDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PASAX vs. PWDIX 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 PWDIX is a Buy.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 10.9B vs. PWDIX (68.3M). PASAX pays higher dividends than PWDIX: PASAX (5.79) vs PWDIX (2.01). PASAX was incepted earlier than PWDIX: PASAX (22 years) vs PWDIX (12 years). PASAX (2.40) is less costly to investors than PWDIX (2.02). PWDIX is a more actively managed with annual turnover of: 285.00 vs. PASAX (40.00). PASAX has a lower initial minimum investment than PWDIX: PASAX (1000) vs PWDIX (10000). PWDIX annual gain was more profitable for investors over the last year : 13.00 vs. PASAX (7.82). PWDIX return over 5 years is better than : 63.34 vs. PASAX (35.44).
| PASAX | PWDIX | PASAX / PWDIX | |
| Total Expense Ratio | 2.31 | 2.01 | 115% |
| Annual Report Gross Expense Ratio | 2.40 | 2.02 | 119% |
| Fund Existence | 22 years | 12 years | - |
| Gain YTD | 8.283 | 10.472 | 79% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 68.3M | 15,959% |
| Annual Yield % from dividends | 5.79 | 2.01 | 288% |
| Returns for 1 year | 7.82 | 13.00 | 60% |
| Returns for 3 years | 15.45 | 19.38 | 80% |
| Returns for 5 years | 35.44 | 63.34 | 56% |
| Returns for 10 years | 69.54 | 15.79 | 440% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement