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CBACX vs PATRX
CBACX vs PATRX Comparison
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CBACX vs PATRX Comparison Chart in %
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CBACX vs. PATRX commentary
Jun 28, 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 CBACX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.5B vs. CBACX (163M). PATRX pays higher dividends than CBACX: PATRX (6.65) vs CBACX (4.68). CBACX was incepted earlier than PATRX: CBACX (33 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than CBACX (2.24). PATRX is a more actively managed with annual turnover of: 40.00 vs. CBACX (35.00). PATRX has a lower initial minimum investment than CBACX: PATRX (0) vs CBACX (2500). PATRX annual gain was more profitable for investors over the last year : 15.82 vs. CBACX (6.42). PATRX return over 5 years is better than : 22.44 vs. CBACX (-3.60).
| CBACX | PATRX | CBACX / PATRX | |
| Total Expense Ratio | 2.21 | 2.48 | 89% |
| Annual Report Gross Expense Ratio | 2.24 | 2.56 | 87% |
| Fund Existence | 33 years | 20 years | - |
| Gain YTD | 4.720 | 8.790 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 163M | 10.5B | 2% |
| Annual Yield % from dividends | 4.68 | 6.65 | 70% |
| Returns for 1 year | 6.42 | 15.82 | 41% |
| Returns for 3 years | 7.45 | 32.52 | 23% |
| Returns for 5 years | -3.60 | 22.44 | -16% |
| Returns for 10 years | 37.18 | 85.83 | 43% |
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