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CBACX vs PATRX
CBACX vs PATRX Comparison Chart in %
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CBACX vs. PATRX commentary
Sep 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 CBACX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. CBACX (167M). PATRX pays higher dividends than CBACX: PATRX (5.46) vs CBACX (1.20). CBACX was incepted earlier than PATRX: CBACX (32 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than CBACX (2.19). PATRX is a more actively managed with annual turnover of: 40.00 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 : 8.02 vs. CBACX (-6.54). PATRX return over 5 years is better than : 37.21 vs. CBACX (11.48).
| CBACX | PATRX | CBACX / PATRX | |
| Total Expense Ratio | 2.18 | 2.54 | 86% |
| Annual Report Gross Expense Ratio | 2.19 | 2.62 | 84% |
| Fund Existence | 32 years | 20 years | - |
| Gain YTD | 11.010 | 11.350 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167M | 11B | 2% |
| Annual Yield % from dividends | 1.20 | 5.46 | 22% |
| Returns for 1 year | -6.54 | 8.02 | -82% |
| Returns for 3 years | 2.64 | 25.43 | 10% |
| Returns for 5 years | 11.48 | 37.21 | 31% |
| Returns for 10 years | 35.41 | 76.48 | 46% |
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