DBIVX
Price
$10.12
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
PATRX
Price
$11.01
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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Compare predictions DBIVX vs PATRX

Header iconDBIVX vs PATRX Comparison
Open Charts DBIVX vs PATRXBanner chart's image
DWS Global Macro S
Price$10.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
PIMCO All Asset R
Price$11.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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DBIVX vs PATRX Comparison Chart

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VS
DBIVX vs. PATRX commentary
Apr 14, 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 Hold and PATRX is a Hold.

FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 13.3B vs. DBIVX (201M). PATRX pays higher dividends than DBIVX: PATRX (3.21) vs DBIVX (1.75). DBIVX was incepted earlier than PATRX: DBIVX (19 years) vs PATRX (18 years). PATRX (2.21) is less costly to investors than DBIVX (1.07). 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 (6.49) and DBIVX (6.25) have marching annual gain over last year. PATRX return over 5 years is better than : 25.46 vs. DBIVX (19.57).
DBIVXPATRXDBIVX / PATRX
Total Expense Ratio1.062.1051%
Annual Report Gross Expense Ratio1.072.2149%
Fund Existence19 years18 years-
Gain YTD2.2361.700132%
Front LoadN/AN/A-
Min. Initial Investment25000-
Min. Initial Investment IRA1000N/A-
Net Assets201M13.3B2%
Annual Yield % from dividends1.753.2154%
Returns for 1 year6.256.4996%
Returns for 3 years4.423.71119%
Returns for 5 years19.5725.4677%
Returns for 10 years46.0140.93112%
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