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FLDFX vs PATRX
FLDFX vs PATRX Comparison
Open Charts FLDFX vs PATRX
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FLDFX vs PATRX Comparison Chart
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FLDFX vs. PATRX commentary
Sep 21, 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 FLDFX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 12.4B vs. FLDFX (412M). PATRX pays higher dividends than FLDFX: PATRX (3.21) vs FLDFX (1.47). FLDFX was incepted earlier than PATRX: FLDFX (19 years) vs PATRX (19 years). FLDFX is a more actively managed with annual turnover of: 273.00 vs. PATRX (73.00). PATRX has a lower initial minimum investment than FLDFX: PATRX (0) vs FLDFX (2500). FLDFX annual gain was more profitable for investors over the last year : 19.03 vs. PATRX (10.74). PATRX (28.93) and FLDFX (27.63) have equivalent 5 years return.
| FLDFX | PATRX | FLDFX / PATRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 12.406 | 6.265 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 412M | 12.4B | 3% |
| Annual Yield % from dividends | 1.47 | 3.21 | 46% |
| Returns for 1 year | 19.03 | 10.74 | 177% |
| Returns for 3 years | 5.34 | 2.69 | 198% |
| Returns for 5 years | 27.63 | 28.93 | 96% |
| Returns for 10 years | 34.69 | 43.96 | 79% |
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