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PATRX vs SIIAX
PATRX vs SIIAX Comparison Chart in %
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PATRX vs. SIIAX commentary
Jul 20, 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 SIIAX is a Buy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. SIIAX (50.4M). SIIAX pays higher dividends than PATRX: SIIAX (6.46) vs PATRX (5.61). PATRX was incepted earlier than SIIAX: PATRX (19 years) vs SIIAX (4 years). PATRX (2.65) is less costly to investors than SIIAX (2.29). SIIAX is a more actively managed with annual turnover of: 144.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than SIIAX: PATRX (0) vs SIIAX (2500). PATRX annual gain was more profitable for investors over the last year : 5.75 vs. SIIAX (2.89).
| PATRX | SIIAX | PATRX / SIIAX | |
| Total Expense Ratio | 2.56 | 1.76 | 146% |
| Annual Report Gross Expense Ratio | 2.65 | 2.29 | 116% |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | 6.262 | 1.757 | 356% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.1B | 50.4M | 22,024% |
| Annual Yield % from dividends | 5.61 | 6.46 | 87% |
| Returns for 1 year | 5.75 | 2.89 | 199% |
| Returns for 3 years | 19.25 | 25.60 | 75% |
| Returns for 5 years | 34.00 | N/A | - |
| Returns for 10 years | 57.27 | 42.73 | 134% |
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