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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart in %
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PATRX vs. PAUNX commentary
Nov 14, 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 PAUNX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 9.79B vs. PAUNX (1B). PATRX pays higher dividends than PAUNX: PATRX (4.92) vs PAUNX (3.02). PATRX was incepted earlier than PAUNX: PATRX (20 years) vs PAUNX (8 years). PAUNX (5.00) is less costly to investors than PATRX (2.56). PAUNX is a more actively managed with annual turnover of: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUNX: PATRX (0) vs PAUNX (1000000). PAUNX annual gain was more profitable for investors over the last year : 13.09 vs. PATRX (11.71). PATRX return over 5 years is better than : 34.85 vs. PAUNX (26.29).
| PATRX | PAUNX | PATRX / PAUNX | |
| Total Expense Ratio | 2.48 | 4.95 | 50% |
| Annual Report Gross Expense Ratio | 2.56 | 5.00 | 51% |
| Fund Existence | 20 years | 8 years | - |
| Gain YTD | 12.797 | 13.980 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.79B | 1B | 978% |
| Annual Yield % from dividends | 4.92 | 3.02 | 163% |
| Returns for 1 year | 11.71 | 13.09 | 89% |
| Returns for 3 years | 26.94 | 22.88 | 118% |
| Returns for 5 years | 34.85 | 26.29 | 133% |
| Returns for 10 years | 80.13 | N/A | - |
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