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DBIVX vs PATRX
DBIVX vs PATRX Comparison Chart
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DBIVX vs. PATRX commentary
Jan 19, 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: 11.3B vs. DBIVX (168M). PATRX pays higher dividends than DBIVX: PATRX (3.21) vs DBIVX (1.75). DBIVX was incepted earlier than PATRX: DBIVX (20 years) vs PATRX (19 years). PATRX is a more actively managed with annual turnover of: 73.00 vs. DBIVX (48.00). 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 : 5.69 vs. DBIVX (5.10). PATRX return over 5 years is better than : 20.93 vs. DBIVX (13.15).
| DBIVX | PATRX | DBIVX / PATRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 1.295 | 0.560 | 231% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 168M | 11.3B | 1% |
| Annual Yield % from dividends | 1.75 | 3.21 | 54% |
| Returns for 1 year | 5.10 | 5.69 | 90% |
| Returns for 3 years | 5.11 | -0.56 | -907% |
| Returns for 5 years | 13.15 | 20.93 | 63% |
| Returns for 10 years | 50.75 | 47.27 | 107% |
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