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PATRX vs RWIIX
PATRX vs RWIIX Comparison Chart
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PATRX vs. RWIIX commentary
May 23, 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 PATRX is a Hold and RWIIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. RWIIX (149M). RWIIX pays higher dividends than PATRX: RWIIX (9.20) vs PATRX (5.59). PATRX was incepted earlier than RWIIX: PATRX (19 years) vs RWIIX (8 years). PATRX (2.65) is less costly to investors than RWIIX (1.66). PATRX is a more actively managed with annual turnover of: 56.00 vs. RWIIX (49.00). PATRX has a lower initial minimum investment than RWIIX: PATRX (0) vs RWIIX (2500). PATRX annual gain was more profitable for investors over the last year : 4.57 vs. RWIIX (-9.97). PATRX return over 5 years is better than : 40.51 vs. RWIIX (30.61).
| PATRX | RWIIX | PATRX / RWIIX | |
| Total Expense Ratio | 2.56 | 1.46 | 176% |
| Annual Report Gross Expense Ratio | 2.65 | 1.66 | 159% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 3.162 | -4.431 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 149M | 7,383% |
| Annual Yield % from dividends | 5.59 | 9.20 | 61% |
| Returns for 1 year | 4.57 | -9.97 | -46% |
| Returns for 3 years | 9.35 | 3.13 | 299% |
| Returns for 5 years | 40.51 | 30.61 | 132% |
| Returns for 10 years | 47.97 | N/A | - |
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