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DBIVX vs PATRX
DBIVX vs PATRX Comparison Chart in %
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DBIVX vs. PATRX commentary
Sep 18, 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 StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. DBIVX (170M). PATRX pays higher dividends than DBIVX: PATRX (5.46) vs DBIVX (2.18). DBIVX was incepted earlier than PATRX: DBIVX (21 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than DBIVX (1.10). PATRX (40.00) and DBIVX (39.00) have comparable annual turnover. PATRX has a lower initial minimum investment than DBIVX: PATRX (0) vs DBIVX (2500). PATRX annual gain was more profitable for investors over the last year : 8.02 vs. DBIVX (7.14). PATRX return over 5 years is better than : 37.81 vs. DBIVX (28.32).
| DBIVX | PATRX | DBIVX / PATRX | |
| Total Expense Ratio | 1.09 | 2.54 | 43% |
| Annual Report Gross Expense Ratio | 1.10 | 2.62 | 42% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 11.198 | 11.350 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 170M | 11B | 2% |
| Annual Yield % from dividends | 2.18 | 5.46 | 40% |
| Returns for 1 year | 7.14 | 8.02 | 89% |
| Returns for 3 years | 26.14 | 25.43 | 103% |
| Returns for 5 years | 28.32 | 37.81 | 75% |
| Returns for 10 years | 68.18 | 76.48 | 89% |
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