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GBPIX vs PATRX
GBPIX vs PATRX Comparison Chart in %
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GBPIX vs. PATRX commentary
Jul 06, 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 GBPIX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. GBPIX (39.3M). PATRX pays higher dividends than GBPIX: PATRX (5.61) vs GBPIX (1.71). GBPIX was incepted earlier than PATRX: GBPIX (9 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than GBPIX (1.61). GBPIX is a more actively managed with annual turnover of: 214.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than GBPIX: PATRX (0) vs GBPIX (1000000). PATRX annual gain was more profitable for investors over the last year : 8.47 vs. GBPIX (-0.37). PATRX return over 5 years is better than : 36.79 vs. GBPIX (29.09).
| GBPIX | PATRX | GBPIX / PATRX | |
| Total Expense Ratio | 1.61 | 2.56 | 63% |
| Annual Report Gross Expense Ratio | 1.61 | 2.65 | 61% |
| Fund Existence | 9 years | 19 years | - |
| Gain YTD | 10.442 | 6.931 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3M | 11.1B | 0% |
| Annual Yield % from dividends | 1.71 | 5.61 | 31% |
| Returns for 1 year | -0.37 | 8.47 | -4% |
| Returns for 3 years | 27.19 | 19.01 | 143% |
| Returns for 5 years | 29.09 | 36.79 | 79% |
| Returns for 10 years | N/A | 58.54 | - |
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