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PATRX vs RWINX
PATRX vs RWINX Comparison Chart
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PATRX vs. RWINX commentary
May 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 PATRX is a Hold and RWINX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.2B vs. RWINX (151M). RWINX pays higher dividends than PATRX: RWINX (9.20) vs PATRX (5.59). PATRX was incepted earlier than RWINX: PATRX (19 years) vs RWINX (8 years). PATRX (2.65) is less costly to investors than RWINX (1.91). PATRX is a more actively managed with annual turnover of: 56.00 vs. RWINX (49.00). PATRX has a lower initial minimum investment than RWINX: PATRX (0) vs RWINX (10000). PATRX annual gain was more profitable for investors over the last year : 7.09 vs. RWINX (-8.03). PATRX return over 5 years is better than : 42.31 vs. RWINX (22.99).
| PATRX | RWINX | PATRX / RWINX | |
| Total Expense Ratio | 2.56 | 1.71 | 150% |
| Annual Report Gross Expense Ratio | 2.65 | 1.91 | 138% |
| Fund Existence | 19 years | 8 years | - |
| Gain YTD | 2.784 | -6.188 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.2B | 151M | 7,417% |
| Annual Yield % from dividends | 5.59 | 9.20 | 61% |
| Returns for 1 year | 7.09 | -8.03 | -88% |
| Returns for 3 years | 7.01 | 1.23 | 572% |
| Returns for 5 years | 42.31 | 22.99 | 184% |
| Returns for 10 years | 47.30 | N/A | - |
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