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CAPTX vs PATRX
CAPTX vs PATRX Comparison Chart in %
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CAPTX vs. PATRX commentary
Aug 17, 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 CAPTX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. CAPTX (7.63M). PATRX pays higher dividends than CAPTX: PATRX (5.62) vs CAPTX (0.00). CAPTX was incepted earlier than PATRX: CAPTX (9 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than CAPTX (2.37). CAPTX is a more actively managed with annual turnover of: 133.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than CAPTX: PATRX (0) vs CAPTX (5000). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. CAPTX (2.84). PATRX return over 5 years is better than : 33.79 vs. CAPTX (8.56).
| CAPTX | PATRX | CAPTX / PATRX | |
| Total Expense Ratio | 1.97 | 2.56 | 77% |
| Annual Report Gross Expense Ratio | 2.37 | 2.65 | 90% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 1.630 | 8.078 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.63M | 10.9B | 0% |
| Annual Yield % from dividends | 0.00 | 5.62 | - |
| Returns for 1 year | 2.84 | 7.46 | 38% |
| Returns for 3 years | 1.44 | 14.62 | 10% |
| Returns for 5 years | 8.56 | 33.79 | 25% |
| Returns for 10 years | N/A | 65.33 | - |
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