Interact to see
Advertisement
Advertisement
PASCX vs PATRX
PASCX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PASCX vs. PATRX commentary
Jul 07, 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 PASCX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PASCX (11.1B) and PATRX (11.1B) have equal amount of cash in the bank . PATRX pays higher dividends than PASCX: PATRX (5.61) vs PASCX (5.06). PASCX was incepted earlier than PATRX: PASCX (22 years) vs PATRX (19 years). PASCX (3.15) is less costly to investors than PATRX (2.65). PASCX (56.00) and PATRX (56.00) have comparable annual turnover. PATRX has a lower initial minimum investment than PASCX: PATRX (0) vs PASCX (1000). PATRX annual gain was more profitable for investors over the last year : 8.47 vs. PASCX (7.95). PATRX return over 5 years is better than : 36.79 vs. PASCX (33.35).
| PASCX | PATRX | PASCX / PATRX | |
| Total Expense Ratio | 3.06 | 2.56 | 119% |
| Annual Report Gross Expense Ratio | 3.15 | 2.65 | 119% |
| Fund Existence | 22 years | 19 years | - |
| Gain YTD | 6.753 | 6.931 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 11.1B | 100% |
| Annual Yield % from dividends | 5.06 | 5.61 | 90% |
| Returns for 1 year | 7.95 | 8.47 | 94% |
| Returns for 3 years | 17.39 | 19.01 | 91% |
| Returns for 5 years | 33.35 | 36.79 | 91% |
| Returns for 10 years | 50.87 | 58.54 | 87% |
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 % |
| RYVFX | 9.96 | 0.08 | +0.81% |
| Royce Small-Cap Value Service | |||
| HCPCX | 54.31 | 0.40 | +0.74% |
| Hartford Capital Appreciation HLS IC | |||
| FNFWX | 89.57 | 0.55 | +0.62% |
| American Funds New World 529-F-2 | |||
| FQTEX | 13.36 | 0.04 | +0.30% |
| Franklin Templeton SMACS: Series E Adv | |||
| CSHZX | 12.28 | N/A | N/A |
| NYLI Cushing® MLP Premier Class I | |||