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PATRX vs PAUAX
PATRX vs PAUAX Comparison Chart in %
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PATRX vs. PAUAX 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 PATRX is a Hold and PAUAX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PAUAX (992M). PATRX pays higher dividends than PAUAX: PATRX (5.46) vs PAUAX (2.53). PATRX was incepted earlier than PAUAX: PATRX (20 years) vs PAUAX (20 years). PAUAX (5.25) is less costly to investors than PATRX (2.62). PAUAX is a more actively managed with annual turnover of: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUAX: PATRX (0) vs PAUAX (1000). PATRX annual gain was more profitable for investors over the last year : 8.77 vs. PAUAX (8.11). PATRX return over 5 years is better than : 37.35 vs. PAUAX (27.08).
| PATRX | PAUAX | PATRX / PAUAX | |
| Total Expense Ratio | 2.54 | 5.25 | 48% |
| Annual Report Gross Expense Ratio | 2.62 | 5.25 | 50% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 10.467 | 11.440 | 91% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 992M | 1,109% |
| Annual Yield % from dividends | 5.46 | 2.53 | 215% |
| Returns for 1 year | 8.77 | 8.11 | 108% |
| Returns for 3 years | 21.16 | 14.67 | 144% |
| Returns for 5 years | 37.35 | 27.08 | 138% |
| Returns for 10 years | 75.68 | 44.86 | 169% |
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