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PATRX vs PWDCX
PATRX vs PWDCX Comparison Chart in %
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PATRX vs. PWDCX 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 PWDCX is a Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. PWDCX (68.3M). PATRX pays higher dividends than PWDCX: PATRX (5.62) vs PWDCX (1.06). PATRX was incepted earlier than PWDCX: PATRX (20 years) vs PWDCX (11 years). PWDCX (3.02) is less costly to investors than PATRX (2.65). PWDCX is a more actively managed with annual turnover of: 285.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PWDCX: PATRX (0) vs PWDCX (1000). PWDCX annual gain was more profitable for investors over the last year : 11.35 vs. PATRX (7.08). PWDCX return over 5 years is better than : 57.45 vs. PATRX (33.44).
| PATRX | PWDCX | PATRX / PWDCX | |
| Total Expense Ratio | 2.56 | 3.01 | 85% |
| Annual Report Gross Expense Ratio | 2.65 | 3.02 | 88% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 7.887 | 9.765 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 68.3M | 15,959% |
| Annual Yield % from dividends | 5.62 | 1.06 | 528% |
| Returns for 1 year | 7.08 | 11.35 | 62% |
| Returns for 3 years | 15.73 | 16.35 | 96% |
| Returns for 5 years | 33.44 | 57.45 | 58% |
| Returns for 10 years | 68.09 | 5.65 | 1,206% |
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