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CBACX vs PATRX
CBACX vs PATRX Comparison Chart
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CBACX vs. PATRX commentary
Apr 30, 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 CBACX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.2B vs. CBACX (161M). PATRX pays higher dividends than CBACX: PATRX (5.58) vs CBACX (1.28). CBACX was incepted earlier than PATRX: CBACX (32 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than CBACX (2.19). PATRX is a more actively managed with annual turnover of: 56.00 vs. CBACX (38.00). 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 : 6.20 vs. CBACX (-6.38). PATRX return over 5 years is better than : 40.67 vs. CBACX (18.36).
| CBACX | PATRX | CBACX / PATRX | |
| Total Expense Ratio | 2.18 | 2.56 | 85% |
| Annual Report Gross Expense Ratio | 2.19 | 2.65 | 83% |
| Fund Existence | 32 years | 19 years | - |
| Gain YTD | 2.354 | 2.690 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 11.2B | 1% |
| Annual Yield % from dividends | 1.28 | 5.58 | 23% |
| Returns for 1 year | -6.38 | 6.20 | -103% |
| Returns for 3 years | -11.59 | 6.91 | -168% |
| Returns for 5 years | 18.36 | 40.67 | 45% |
| Returns for 10 years | 14.05 | 47.17 | 30% |
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