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PATRX vs SIIAX
PATRX vs SIIAX Comparison Chart
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PATRX vs. SIIAX commentary
Mar 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.4B vs. SIIAX (50.7M). SIIAX pays higher dividends than PATRX: SIIAX (6.37) vs PATRX (3.21). PATRX was incepted earlier than SIIAX: PATRX (19 years) vs SIIAX (4 years). PATRX is a more actively managed with annual turnover of: 73.00 vs. SIIAX (22.00). PATRX has a lower initial minimum investment than SIIAX: PATRX (0) vs SIIAX (2500). SIIAX annual gain was more profitable for investors over the last year : 9.41 vs. PATRX (6.26).
| PATRX | SIIAX | PATRX / SIIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 4 years | - |
| Gain YTD | 3.268 | 0.380 | 860% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 50.7M | 22,485% |
| Annual Yield % from dividends | 3.21 | 6.37 | 50% |
| Returns for 1 year | 6.26 | 9.41 | 66% |
| Returns for 3 years | 4.44 | 12.68 | 35% |
| Returns for 5 years | 29.29 | N/A | - |
| Returns for 10 years | 51.63 | 49.42 | 104% |
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