Interact to see
Advertisement
Advertisement
IMSIX vs PATRX
IMSIX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IMSIX vs. PATRX commentary
Aug 02, 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 IMSIX is a Sell and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. IMSIX (11.9M). IMSIX pays higher dividends than PATRX: IMSIX (7.46) vs PATRX (5.62). IMSIX was incepted earlier than PATRX: IMSIX (23 years) vs PATRX (20 years). IMSIX (3.00) is less costly to investors than PATRX (2.65). IMSIX is a more actively managed with annual turnover of: 530.27 vs. PATRX (40.00). PATRX has a lower initial minimum investment than IMSIX: PATRX (0) vs IMSIX (5000). PATRX annual gain was more profitable for investors over the last year : 6.04 vs. IMSIX (3.54). PATRX return over 5 years is better than : 33.30 vs. IMSIX (19.87).
| IMSIX | PATRX | IMSIX / PATRX | |
| Total Expense Ratio | 2.00 | 2.56 | 78% |
| Annual Report Gross Expense Ratio | 3.00 | 2.65 | 113% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 5.138 | 6.740 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.9M | 11.1B | 0% |
| Annual Yield % from dividends | 7.46 | 5.62 | 133% |
| Returns for 1 year | 3.54 | 6.04 | 59% |
| Returns for 3 years | 13.11 | 14.70 | 89% |
| Returns for 5 years | 19.87 | 33.30 | 60% |
| Returns for 10 years | -7.97 | 60.37 | -13% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement