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DBISX vs PATRX
DBISX vs PATRX Comparison Chart
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DBISX vs. PATRX commentary
Mar 12, 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 DBISX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.4B vs. DBISX (168M). PATRX pays higher dividends than DBISX: PATRX (5.12) vs DBISX (1.81). DBISX was incepted earlier than PATRX: DBISX (24 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than DBISX (1.30). PATRX is a more actively managed with annual turnover of: 56.00 vs. DBISX (39.00). PATRX has a lower initial minimum investment than DBISX: PATRX (0) vs DBISX (1000). PATRX annual gain was more profitable for investors over the last year : 5.39 vs. DBISX (5.11). PATRX return over 5 years is better than : 39.03 vs. DBISX (24.58).
| DBISX | PATRX | DBISX / PATRX | |
| Total Expense Ratio | 1.30 | 2.56 | 51% |
| Annual Report Gross Expense Ratio | 1.30 | 2.65 | 49% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 3.110 | 3.361 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 11.4B | 1% |
| Annual Yield % from dividends | 1.81 | 5.12 | 35% |
| Returns for 1 year | 5.11 | 5.39 | 95% |
| Returns for 3 years | 12.12 | 5.47 | 222% |
| Returns for 5 years | 24.58 | 39.03 | 63% |
| Returns for 10 years | 47.34 | 54.03 | 88% |
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