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DBIVX vs PATRX
DBIVX vs PATRX Comparison Chart in %
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DBIVX vs. PATRX commentary
Jul 18, 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: 11.1B vs. DBIVX (173M). PATRX pays higher dividends than DBIVX: PATRX (5.61) vs DBIVX (2.21). DBIVX was incepted earlier than PATRX: DBIVX (20 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than DBIVX (1.10). PATRX (40.00) and DBIVX (39.00) have comparable annual turnover. 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 : 5.66 vs. DBIVX (5.38). PATRX return over 5 years is better than : 33.88 vs. DBIVX (23.59).
| DBIVX | PATRX | DBIVX / PATRX | |
| Total Expense Ratio | 1.09 | 2.56 | 42% |
| Annual Report Gross Expense Ratio | 1.10 | 2.65 | 42% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 6.986 | 6.166 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 173M | 11.1B | 2% |
| Annual Yield % from dividends | 2.21 | 5.61 | 39% |
| Returns for 1 year | 5.38 | 5.66 | 95% |
| Returns for 3 years | 20.86 | 19.14 | 109% |
| Returns for 5 years | 23.59 | 33.88 | 70% |
| Returns for 10 years | 49.09 | 57.13 | 86% |
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