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GBPAX vs PATRX
GBPAX vs PATRX Comparison Chart
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GBPAX vs. PATRX commentary
May 12, 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 GBPAX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. GBPAX (37M). PATRX pays higher dividends than GBPAX: PATRX (5.59) vs GBPAX (1.90). GBPAX was incepted earlier than PATRX: GBPAX (9 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than GBPAX (1.59). GBPAX is a more actively managed with annual turnover of: 214.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than GBPAX: PATRX (0) vs GBPAX (2500). PATRX annual gain was more profitable for investors over the last year : 5.52 vs. GBPAX (-4.47). PATRX return over 5 years is better than : 41.33 vs. GBPAX (25.96).
| GBPAX | PATRX | GBPAX / PATRX | |
| Total Expense Ratio | 1.59 | 2.56 | 62% |
| Annual Report Gross Expense Ratio | 1.59 | 2.65 | 60% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 3.406 | 3.068 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37M | 11B | 0% |
| Annual Yield % from dividends | 1.90 | 5.59 | 34% |
| Returns for 1 year | -4.47 | 5.52 | -81% |
| Returns for 3 years | 16.25 | 11.27 | 144% |
| Returns for 5 years | 25.96 | 41.33 | 63% |
| Returns for 10 years | N/A | 48.59 | - |
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