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
Sep 10, 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 (11B) and PATRX (11B) have equal amount of cash in the bank . PATRX pays higher dividends than PASCX: PATRX (5.46) vs PASCX (4.92). PASCX was incepted earlier than PATRX: PASCX (22 years) vs PATRX (20 years). PASCX (3.12) is less costly to investors than PATRX (2.62). PASCX (40.00) and PATRX (40.00) 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 : 8.77 vs. PASCX (8.15). PATRX return over 5 years is better than : 37.35 vs. PASCX (33.77).
| PASCX | PATRX | PASCX / PATRX | |
| Total Expense Ratio | 3.04 | 2.54 | 120% |
| Annual Report Gross Expense Ratio | 3.12 | 2.62 | 119% |
| Fund Existence | 22 years | 20 years | - |
| Gain YTD | 10.071 | 10.467 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 11B | 100% |
| Annual Yield % from dividends | 4.92 | 5.46 | 90% |
| Returns for 1 year | 8.15 | 8.77 | 93% |
| Returns for 3 years | 19.33 | 21.16 | 91% |
| Returns for 5 years | 33.77 | 37.35 | 90% |
| Returns for 10 years | 66.85 | 75.68 | 88% |
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 % |
| ICEQX | 24.17 | 0.10 | +0.42% |
| Macquarie Core Equity Fund Class R6 | |||
| SCWCX | 60.97 | 0.24 | +0.40% |
| American Funds SMALLCAP World C | |||
| HDMBX | 15.25 | 0.01 | +0.07% |
| Hartford Small Company HLS IB | |||
| LVOCX | 14.65 | N/A | N/A |
| Lord Abbett Value Opportunities C | |||
| ICISX | 13.84 | -0.02 | -0.14% |
| VY® Columbia Small Cap Value II I | |||