Interact to see
Advertisement
Advertisement
PATRX vs RWINX
PATRX vs RWINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
PATRX vs. RWINX commentary
Jun 07, 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: 11B vs. RWINX (148M). RWINX pays higher dividends than PATRX: RWINX (8.18) vs PATRX (5.52). 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 : 6.10 vs. RWINX (-9.71). PATRX return over 5 years is better than : 32.58 vs. RWINX (15.45).
| 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 | 4.579 | -6.188 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11B | 148M | 7,432% |
| Annual Yield % from dividends | 5.52 | 8.18 | 68% |
| Returns for 1 year | 6.10 | -9.71 | -63% |
| Returns for 3 years | 8.60 | -0.31 | -2,807% |
| Returns for 5 years | 32.58 | 15.45 | 211% |
| Returns for 10 years | 53.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLE | 83.41 | 1.54 | +1.88% |
| The Energy Select Sector SPDR® ETF | |||
| UTSL | 36.07 | 0.39 | +1.09% |
| Direxion Daily Utilities Bull 3X ETF | |||
| XSEP | 40.09 | 0.18 | +0.46% |
| FT Vest U.S. Eq Enh & ModBufETF-Sep | |||
| SUSC | 22.75 | -0.10 | -0.44% |
| iShares ESG USD Corporate Bond ETF | |||
| KOLD | 21.91 | -1.37 | -5.88% |
| ProShares UltraShort Bloomberg Natrl Gas | |||