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PATRX vs PAUIX
PATRX vs PAUIX Comparison Chart in %
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PATRX vs. PAUIX 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 PAUIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PAUIX (992M). PATRX pays higher dividends than PAUIX: PATRX (5.46) vs PAUIX (2.94). PATRX was incepted earlier than PAUIX: PATRX (20 years) vs PAUIX (22 years). PAUIX (4.80) is less costly to investors than PATRX (2.62). PAUIX is a more actively managed with annual turnover of: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUIX: PATRX (0) vs PAUIX (1000000). PATRX (8.77) and PAUIX (8.40) have marching annual gain over last year. PATRX return over 5 years is better than : 37.35 vs. PAUIX (29.83).
| PATRX | PAUIX | PATRX / PAUIX | |
| Total Expense Ratio | 2.54 | 4.80 | 53% |
| Annual Report Gross Expense Ratio | 2.62 | 4.80 | 54% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | 10.467 | 11.799 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 992M | 1,109% |
| Annual Yield % from dividends | 5.46 | 2.94 | 186% |
| Returns for 1 year | 8.77 | 8.40 | 104% |
| Returns for 3 years | 21.16 | 16.22 | 130% |
| Returns for 5 years | 37.35 | 29.83 | 125% |
| Returns for 10 years | 75.68 | 51.53 | 147% |
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