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PATRX vs SIIAX
PATRX vs SIIAX Comparison Chart
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PATRX vs. SIIAX commentary
Jan 31, 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: 11.3B vs. SIIAX (55.3M). 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 : 10.07 vs. PATRX (5.10).
| 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 | 1.401 | 1.248 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.3B | 55.3M | 20,434% |
| Annual Yield % from dividends | 3.21 | 6.37 | 50% |
| Returns for 1 year | 5.10 | 10.07 | 51% |
| Returns for 3 years | 0.91 | 10.47 | 9% |
| Returns for 5 years | 24.66 | N/A | - |
| Returns for 10 years | 47.86 | 55.56 | 86% |
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