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DBIWX vs PATRX
DBIWX vs PATRX Comparison Chart
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DBIWX vs. PATRX commentary
Feb 23, 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 DBIWX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.4B vs. DBIWX (169M). PATRX pays higher dividends than DBIWX: PATRX (3.21) vs DBIWX (1.76). DBIWX was incepted earlier than PATRX: DBIWX (6 years) vs PATRX (19 years). PATRX is a more actively managed with annual turnover of: 73.00 vs. DBIWX (48.00). DBIWX (0) and PATRX (0) have matching initial minimum investment requirements. PATRX (6.75) and DBIWX (6.42) have marching annual gain over last year. PATRX return over 5 years is better than : 25.86 vs. DBIWX (15.79).
| DBIWX | PATRX | DBIWX / PATRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 6 years | 19 years | - |
| Gain YTD | 3.171 | 2.988 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 169M | 11.4B | 1% |
| Annual Yield % from dividends | 1.76 | 3.21 | 55% |
| Returns for 1 year | 6.42 | 6.75 | 95% |
| Returns for 3 years | 9.28 | 3.49 | 266% |
| Returns for 5 years | 15.79 | 25.86 | 61% |
| Returns for 10 years | N/A | 49.15 | - |
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