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PATRX vs PAUNX
PATRX vs PAUNX Comparison Chart in %
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PATRX vs. PAUNX commentary
Dec 27, 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: 9.88B vs. PAUNX (998M). PATRX pays higher dividends than PAUNX: PATRX (4.85) vs PAUNX (2.97). 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 : 15.59 vs. PATRX (13.98). PATRX return over 5 years is better than : 29.51 vs. PAUNX (20.31).
| 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 | 14.148 | 15.421 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.88B | 998M | 990% |
| Annual Yield % from dividends | 4.85 | 2.97 | 163% |
| Returns for 1 year | 13.98 | 15.59 | 90% |
| Returns for 3 years | 27.16 | 22.77 | 119% |
| Returns for 5 years | 29.51 | 20.31 | 145% |
| Returns for 10 years | 84.40 | N/A | - |
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