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DBIVX vs PATRX
DBIVX vs PATRX Comparison
Open Charts DBIVX vs PATRX
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DBIVX vs PATRX Comparison Chart
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DBIVX vs. PATRX commentary
Sep 07, 2024
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 Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 12.3B vs. DBIVX (180M). 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). DBIVX (10.08) and PATRX (9.86) have marching annual gain over last year. PATRX return over 5 years is better than : 28.04 vs. DBIVX (20.71).
| 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 | 6.034 | 5.075 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 180M | 12.3B | 1% |
| Annual Yield % from dividends | 1.75 | 3.21 | 54% |
| Returns for 1 year | 10.08 | 9.86 | 102% |
| Returns for 3 years | 5.81 | 0.26 | 2,230% |
| Returns for 5 years | 20.71 | 28.04 | 74% |
| Returns for 10 years | 46.06 | 40.02 | 115% |
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