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DBIVX vs PATRX
DBIVX vs PATRX Comparison
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DBIVX vs PATRX Comparison Chart in %
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DBIVX vs. PATRX commentary
Jun 25, 2026
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: 10.5B vs. DBIVX (177M). PATRX pays higher dividends than DBIVX: PATRX (6.65) vs DBIVX (2.04). DBIVX was incepted earlier than PATRX: DBIVX (21 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than DBIVX (1.07). PATRX is a more actively managed with annual turnover of: 40.00 vs. DBIVX (12.00). 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 : 15.26 vs. DBIVX (9.96). DBIVX (22.71) and PATRX (21.62) have equivalent 5 years return.
| DBIVX | PATRX | DBIVX / PATRX | |
| Total Expense Ratio | 0.87 | 2.48 | 35% |
| Annual Report Gross Expense Ratio | 1.07 | 2.56 | 42% |
| Fund Existence | 21 years | 20 years | - |
| Gain YTD | 2.309 | 8.065 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 177M | 10.5B | 2% |
| Annual Yield % from dividends | 2.04 | 6.65 | 31% |
| Returns for 1 year | 9.96 | 15.26 | 65% |
| Returns for 3 years | 26.48 | 32.26 | 82% |
| Returns for 5 years | 22.71 | 21.62 | 105% |
| Returns for 10 years | 77.33 | 85.79 | 90% |
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