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PATRX vs PWDIX
PATRX vs PWDIX Comparison Chart in %
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PATRX vs. PWDIX commentary
Aug 18, 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 PWDIX is a Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. PWDIX (68.3M). PATRX pays higher dividends than PWDIX: PATRX (5.62) vs PWDIX (2.01). PATRX was incepted earlier than PWDIX: PATRX (20 years) vs PWDIX (12 years). PATRX (2.65) is less costly to investors than PWDIX (2.02). PWDIX is a more actively managed with annual turnover of: 285.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than PWDIX: PATRX (0) vs PWDIX (10000). PWDIX annual gain was more profitable for investors over the last year : 13.00 vs. PATRX (7.46). PWDIX return over 5 years is better than : 63.34 vs. PATRX (33.79).
| PATRX | PWDIX | PATRX / PWDIX | |
| Total Expense Ratio | 2.56 | 2.01 | 128% |
| Annual Report Gross Expense Ratio | 2.65 | 2.02 | 131% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 8.078 | 10.472 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 68.3M | 15,959% |
| Annual Yield % from dividends | 5.62 | 2.01 | 280% |
| Returns for 1 year | 7.46 | 13.00 | 57% |
| Returns for 3 years | 14.62 | 19.38 | 75% |
| Returns for 5 years | 33.79 | 63.34 | 53% |
| Returns for 10 years | 65.33 | 15.79 | 414% |
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