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PATRX vs PWDCX
PATRX vs PWDCX Comparison Chart in %
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PATRX vs. PWDCX 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 PWDCX is a Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. PWDCX (67.9M). PATRX pays higher dividends than PWDCX: PATRX (5.46) vs PWDCX (1.02). PATRX was incepted earlier than PWDCX: PATRX (20 years) vs PWDCX (11 years). PWDCX (3.02) is less costly to investors than PATRX (2.62). 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 : 11.69 vs. PATRX (6.61). PWDCX return over 5 years is better than : 72.99 vs. PATRX (40.20).
| PATRX | PWDCX | PATRX / PWDCX | |
| Total Expense Ratio | 2.54 | 3.01 | 84% |
| Annual Report Gross Expense Ratio | 2.62 | 3.02 | 87% |
| Fund Existence | 20 years | 11 years | - |
| Gain YTD | 10.482 | 14.585 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 67.9M | 16,200% |
| Annual Yield % from dividends | 5.46 | 1.02 | 534% |
| Returns for 1 year | 6.61 | 11.69 | 57% |
| Returns for 3 years | 31.68 | 31.76 | 100% |
| Returns for 5 years | 40.20 | 72.99 | 55% |
| Returns for 10 years | 80.22 | 10.60 | 757% |
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