Ad is loading...
GBPIX vs PATRX
GBPIX vs PATRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
GBPIX 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 GBPIX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. GBPIX (36.8M). PATRX pays higher dividends than GBPIX: PATRX (5.59) vs GBPIX (1.92). 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 : 6.10 vs. GBPIX (-4.69). PATRX return over 5 years is better than : 41.33 vs. GBPIX (25.09).
| 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 | 2.502 | 3.068 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.8M | 11B | 0% |
| Annual Yield % from dividends | 1.92 | 5.59 | 34% |
| Returns for 1 year | -4.69 | 6.10 | -77% |
| Returns for 3 years | 15.50 | 10.98 | 141% |
| Returns for 5 years | 25.09 | 41.33 | 61% |
| Returns for 10 years | N/A | 48.46 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...