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DBIVX vs PASAX
DBIVX vs PASAX Comparison Chart
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DBIVX vs. PASAX commentary
Apr 11, 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 DBIVX is a Hold and PASAX is a Hold.
FUNDAMENTALS
Fundamentals
PASAX has more cash in the bank: 11.2B vs. DBIVX (161M). PASAX pays higher dividends than DBIVX: PASAX (5.75) vs DBIVX (2.25). DBIVX was incepted earlier than PASAX: DBIVX (20 years) vs PASAX (22 years). PASAX (2.40) is less costly to investors than DBIVX (1.07). PASAX is a more actively managed with annual turnover of: 56.00 vs. DBIVX (39.00). PASAX has a lower initial minimum investment than DBIVX: PASAX (1000) vs DBIVX (2500). DBIVX annual gain was more profitable for investors over the last year : 0.25 vs. PASAX (-0.97). PASAX return over 5 years is better than : 34.09 vs. DBIVX (21.96).
| DBIVX | PASAX | DBIVX / PASAX | |
| Total Expense Ratio | 1.06 | 2.31 | 46% |
| Annual Report Gross Expense Ratio | 1.07 | 2.40 | 45% |
| Fund Existence | 20 years | 22 years | - |
| Gain YTD | -1.208 | -2.901 | 42% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 1000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 11.2B | 1% |
| Annual Yield % from dividends | 2.25 | 5.75 | 39% |
| Returns for 1 year | 0.25 | -0.97 | -26% |
| Returns for 3 years | 5.50 | -1.13 | -485% |
| Returns for 5 years | 21.96 | 34.09 | 64% |
| Returns for 10 years | 37.99 | 43.27 | 88% |
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