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PATRX vs PWDAX
PATRX vs PWDAX Comparison Chart in %
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PATRX vs. PWDAX commentary
Feb 05, 2026
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: 9.7B vs. PWDAX (78M). PATRX pays higher dividends than PWDAX: PATRX (7.59) vs PWDAX (0.99). PATRX was incepted earlier than PWDAX: PATRX (20 years) vs PWDAX (12 years). PATRX (2.56) is less costly to investors than PWDAX (1.88). PWDAX is a more actively managed with annual turnover of: 181.00 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 : 19.46 vs. PATRX (15.21). PWDAX return over 5 years is better than : 57.55 vs. PATRX (26.65).
| PATRX | PWDAX | PATRX / PWDAX | |
| Total Expense Ratio | 2.48 | 1.88 | 132% |
| Annual Report Gross Expense Ratio | 2.56 | 1.88 | 136% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 3.543 | 7.549 | 47% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.7B | 78M | 12,431% |
| Annual Yield % from dividends | 7.59 | 0.99 | 764% |
| Returns for 1 year | 15.21 | 19.46 | 78% |
| Returns for 3 years | 23.70 | 33.07 | 72% |
| Returns for 5 years | 26.65 | 57.55 | 46% |
| Returns for 10 years | 92.84 | 33.05 | 281% |
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