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DBIWX vs PATRX
DBIWX vs PATRX Comparison
Open Charts DBIWX vs PATRX
DBIWX vs PATRX Comparison Chart in %
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DBIWX vs. PATRX commentary
Aug 03, 2026
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 Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.4B vs. DBIWX (179M). PATRX pays higher dividends than DBIWX: PATRX (7.55) vs DBIWX (2.19). DBIWX was incepted earlier than PATRX: DBIWX (7 years) vs PATRX (21 years). PATRX (2.56) is less costly to investors than DBIWX (1.01). PATRX is a more actively managed with annual turnover of: 48.00 vs. DBIWX (12.00). DBIWX (0) and PATRX (0) have matching initial minimum investment requirements. PATRX annual gain was more profitable for investors over the last year : 15.90 vs. DBIWX (11.42). DBIWX return over 5 years is better than : 24.98 vs. PATRX (22.74).
| DBIWX | PATRX | DBIWX / PATRX | |
| Total Expense Ratio | 0.87 | 2.48 | 35% |
| Annual Report Gross Expense Ratio | 1.01 | 2.56 | 39% |
| Fund Existence | 7 years | 21 years | - |
| Gain YTD | 3.828 | 9.062 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 179M | 10.4B | 2% |
| Annual Yield % from dividends | 2.19 | 7.55 | 29% |
| Returns for 1 year | 11.42 | 15.90 | 72% |
| Returns for 3 years | 26.49 | 30.29 | 87% |
| Returns for 5 years | 24.98 | 22.74 | 110% |
| Returns for 10 years | N/A | 79.64 | - |
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