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IMSIX vs PATRX
IMSIX vs PATRX Comparison Chart
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IMSIX vs. PATRX commentary
May 01, 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: 11.2B vs. IMSIX (11.6M). IMSIX pays higher dividends than PATRX: IMSIX (6.40) vs PATRX (5.58). IMSIX was incepted earlier than PATRX: IMSIX (23 years) vs PATRX (19 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 (56.00). 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 : 6.20 vs. IMSIX (4.46). PATRX return over 5 years is better than : 40.67 vs. IMSIX (29.48).
| 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 | 19 years | - |
| Gain YTD | 3.038 | 2.690 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | 5000 | N/A | - |
| Net Assets | 11.6M | 11.2B | 0% |
| Annual Yield % from dividends | 6.40 | 5.58 | 115% |
| Returns for 1 year | 4.46 | 6.20 | 72% |
| Returns for 3 years | 7.53 | 6.91 | 109% |
| Returns for 5 years | 29.48 | 40.67 | 72% |
| Returns for 10 years | -15.41 | 47.17 | -33% |
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