Ad is loading...
GAGIX vs PATRX
GAGIX vs PATRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GAGIX vs. PATRX commentary
May 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 GAGIX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. GAGIX (60.5M). PATRX pays higher dividends than GAGIX: PATRX (5.59) vs GAGIX (2.20). GAGIX was incepted earlier than PATRX: GAGIX (17 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than GAGIX (1.46). PATRX is a more actively managed with annual turnover of: 56.00 vs. GAGIX (7.00). PATRX has a lower initial minimum investment than GAGIX: PATRX (0) vs GAGIX (1000). GAGIX (6.18) and PATRX (6.10) have marching annual gain over last year. GAGIX return over 5 years is better than : 61.87 vs. PATRX (41.33).
| GAGIX | PATRX | GAGIX / PATRX | |
| Total Expense Ratio | 0.90 | 2.56 | 35% |
| Annual Report Gross Expense Ratio | 1.46 | 2.65 | 55% |
| Fund Existence | 17 years | 19 years | - |
| Gain YTD | 5.943 | 3.068 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.5M | 11B | 1% |
| Annual Yield % from dividends | 2.20 | 5.59 | 39% |
| Returns for 1 year | 6.18 | 6.10 | 101% |
| Returns for 3 years | 16.32 | 10.98 | 149% |
| Returns for 5 years | 61.87 | 41.33 | 150% |
| Returns for 10 years | 56.78 | 48.46 | 117% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALVCX | 21.71 | 0.21 | +0.98% |
| American Beacon Large Cap Value C | |||
| VTWIX | 241.33 | N/A | N/A |
| Vanguard Total World Stock Index I | |||
| EVUDX | 19.61 | N/A | N/A |
| Allspring Util and Telecomms Adm | |||
| LBDRX | 19.95 | N/A | N/A |
| BrandywineGLOBAL Div US Large Value R | |||
| MXERX | 5.69 | N/A | N/A |
| Empower S&P SmallCap 600® Index Instl | |||