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GBPIX vs PATRX
GBPIX vs PATRX Comparison Chart in %
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GBPIX vs. PATRX commentary
Sep 18, 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 (38.8M). PATRX pays higher dividends than GBPIX: PATRX (5.46) vs GBPIX (1.67). GBPIX was incepted earlier than PATRX: GBPIX (9 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than GBPIX (1.61). GBPIX is a more actively managed with annual turnover of: 214.00 vs. PATRX (40.00). 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 : 8.02 vs. GBPIX (1.78). PATRX return over 5 years is better than : 37.81 vs. GBPIX (27.96).
| GBPIX | PATRX | GBPIX / PATRX | |
| Total Expense Ratio | 1.61 | 2.54 | 64% |
| Annual Report Gross Expense Ratio | 1.61 | 2.62 | 62% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 15.204 | 11.350 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.8M | 11B | 0% |
| Annual Yield % from dividends | 1.67 | 5.46 | 31% |
| Returns for 1 year | 1.78 | 8.02 | 22% |
| Returns for 3 years | 36.22 | 25.43 | 142% |
| Returns for 5 years | 27.96 | 37.81 | 74% |
| Returns for 10 years | N/A | 76.48 | - |
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