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PATRX vs PAUPX
PATRX vs PAUPX Comparison Chart in %
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PATRX vs. PAUPX 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 PAUPX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PAUPX (992M). PATRX pays higher dividends than PAUPX: PATRX (5.46) vs PAUPX (2.85). PATRX was incepted earlier than PAUPX: PATRX (20 years) vs PAUPX (17 years). PAUPX (4.90) is less costly to investors than PATRX (2.62). PAUPX is a more actively managed with annual turnover of: 54.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PAUPX: PATRX (0) vs PAUPX (1000000). PATRX (8.77) and PAUPX (8.45) have marching annual gain over last year. PATRX return over 5 years is better than : 37.35 vs. PAUPX (29.36).
| PATRX | PAUPX | PATRX / PAUPX | |
| Total Expense Ratio | 2.54 | 4.90 | 52% |
| Annual Report Gross Expense Ratio | 2.62 | 4.90 | 53% |
| Fund Existence | 20 years | 17 years | - |
| Gain YTD | 10.467 | 11.736 | 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 | 2.85 | 192% |
| Returns for 1 year | 8.77 | 8.45 | 104% |
| Returns for 3 years | 21.16 | 15.89 | 133% |
| Returns for 5 years | 37.35 | 29.36 | 127% |
| Returns for 10 years | 75.68 | 50.02 | 151% |
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