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DBIWX vs PATRX
DBIWX vs PATRX Comparison Chart
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DBIWX vs. PATRX commentary
Dec 25, 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 DBIWX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 12.1B vs. DBIWX (166M). PATRX pays higher dividends than DBIWX: PATRX (3.21) vs DBIWX (1.76). DBIWX was incepted earlier than PATRX: DBIWX (5 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. DBIWX annual gain was more profitable for investors over the last year : 4.09 vs. PATRX (3.48). PATRX return over 5 years is better than : 21.04 vs. DBIWX (13.36).
| DBIWX | PATRX | DBIWX / PATRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 5 years | 19 years | - |
| Gain YTD | 3.772 | 3.045 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 166M | 12.1B | 1% |
| Annual Yield % from dividends | 1.76 | 3.21 | 55% |
| Returns for 1 year | 4.09 | 3.48 | 117% |
| Returns for 3 years | 4.62 | -1.43 | -323% |
| Returns for 5 years | 13.36 | 21.04 | 64% |
| Returns for 10 years | N/A | 45.94 | - |
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