Interact to see
Advertisement
Advertisement
PATRX vs PWDAX
PATRX vs PWDAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
PATRX vs. PWDAX commentary
Aug 20, 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: 10.9B vs. PWDAX (68.5M). PATRX pays higher dividends than PWDAX: PATRX (5.62) vs PWDAX (1.76). PATRX was incepted earlier than PWDAX: PATRX (20 years) vs PWDAX (12 years). PATRX (2.65) 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 : 11.88 vs. PATRX (6.98). PWDAX return over 5 years is better than : 66.15 vs. PATRX (34.38).
| PATRX | PWDAX | PATRX / PWDAX | |
| Total Expense Ratio | 2.56 | 2.26 | 113% |
| Annual Report Gross Expense Ratio | 2.65 | 2.27 | 117% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 8.173 | 10.610 | 77% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 68.5M | 15,912% |
| Annual Yield % from dividends | 5.62 | 1.76 | 319% |
| Returns for 1 year | 6.98 | 11.88 | 59% |
| Returns for 3 years | 16.04 | 19.50 | 82% |
| Returns for 5 years | 34.38 | 66.15 | 52% |
| Returns for 10 years | 68.53 | 13.66 | 502% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement