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DBIVX vs PATRX
DBIVX vs PATRX Comparison Chart in %
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DBIVX vs. PATRX commentary
Jul 09, 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 is a more actively managed with annual turnover of: 56.00 vs. DBIVX (39.00). 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 : 8.07 vs. DBIVX (6.60). PATRX return over 5 years is better than : 36.17 vs. DBIVX (24.33).
| 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 | 7.287 | 6.931 | 105% |
| 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 | 6.60 | 8.07 | 82% |
| Returns for 3 years | 20.20 | 19.89 | 102% |
| Returns for 5 years | 24.33 | 36.17 | 67% |
| Returns for 10 years | 51.44 | 58.54 | 88% |
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