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DBIVX vs PATRX
DBIVX vs PATRX Comparison Chart
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DBIVX vs. PATRX commentary
Feb 23, 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 PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.4B vs. DBIVX (169M). 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 : 6.75 vs. DBIVX (6.31). PATRX return over 5 years is better than : 25.86 vs. DBIVX (15.38).
| 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 | 3.088 | 2.988 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 11.4B | 1% |
| Annual Yield % from dividends | 1.75 | 3.21 | 54% |
| Returns for 1 year | 6.31 | 6.75 | 94% |
| Returns for 3 years | 9.04 | 3.49 | 259% |
| Returns for 5 years | 15.38 | 25.86 | 59% |
| Returns for 10 years | 45.85 | 49.15 | 93% |