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PATRX vs RWIIX
PATRX vs RWIIX Comparison Chart
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PATRX vs. RWIIX commentary
Apr 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 PATRX is a Hold and RWIIX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.2B vs. RWIIX (152M). RWIIX pays higher dividends than PATRX: RWIIX (8.18) vs PATRX (5.58). PATRX was incepted earlier than RWIIX: PATRX (19 years) vs RWIIX (7 years). PATRX (2.65) is less costly to investors than RWIIX (1.57). 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 : 4.53 vs. RWIIX (-6.96). PATRX return over 5 years is better than : 37.58 vs. RWIIX (28.00).
| PATRX | RWIIX | PATRX / RWIIX | |
| Total Expense Ratio | 2.56 | 1.55 | 165% |
| Annual Report Gross Expense Ratio | 2.65 | 1.57 | 168% |
| Fund Existence | 19 years | 7 years | - |
| Gain YTD | -0.050 | -6.341 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 152M | 7,368% |
| Annual Yield % from dividends | 5.58 | 8.18 | 68% |
| Returns for 1 year | 4.53 | -6.96 | -65% |
| Returns for 3 years | 1.06 | 0.78 | 135% |
| Returns for 5 years | 37.58 | 28.00 | 134% |
| Returns for 10 years | 43.36 | N/A | - |
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