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PATRX vs PWDAX
PATRX vs PWDAX Comparison Chart in %
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PATRX vs. PWDAX commentary
Sep 28, 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 PWDAX is a Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PWDAX (67.2M). PATRX pays higher dividends than PWDAX: PATRX (5.46) vs PWDAX (1.69). PATRX was incepted earlier than PWDAX: PATRX (20 years) vs PWDAX (12 years). PATRX (2.62) is less costly to investors than PWDAX (2.27). PWDAX is a more actively managed with annual turnover of: 285.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PWDAX: PATRX (0) vs PWDAX (1000). PWDAX annual gain was more profitable for investors over the last year : 12.50 vs. PATRX (6.61). PWDAX return over 5 years is better than : 79.61 vs. PATRX (40.20).
| PATRX | PWDAX | PATRX / PWDAX | |
| Total Expense Ratio | 2.54 | 2.26 | 112% |
| Annual Report Gross Expense Ratio | 2.62 | 2.27 | 115% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 10.482 | 15.183 | 69% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 67.2M | 16,369% |
| Annual Yield % from dividends | 5.46 | 1.69 | 323% |
| Returns for 1 year | 6.61 | 12.50 | 53% |
| Returns for 3 years | 31.68 | 34.88 | 91% |
| Returns for 5 years | 40.20 | 79.61 | 50% |
| Returns for 10 years | 80.22 | 18.69 | 429% |
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