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PATRX vs UTMAX
PATRX vs UTMAX Comparison
Open Charts PATRX vs UTMAX
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PATRX vs UTMAX Comparison Chart
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PATRX vs. UTMAX commentary
Sep 21, 2024
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 UTMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 12.4B vs. UTMAX (502M). PATRX pays higher dividends than UTMAX: PATRX (3.21) vs UTMAX (1.29). PATRX was incepted earlier than UTMAX: PATRX (19 years) vs UTMAX (9 years). UTMAX is a more actively managed with annual turnover of: 314.00 vs. PATRX (73.00). PATRX (0) and UTMAX (0) have matching initial minimum investment requirements. UTMAX annual gain was more profitable for investors over the last year : 18.28 vs. PATRX (10.74). PATRX return over 5 years is better than : 28.93 vs. UTMAX (2.81).
| PATRX | UTMAX | PATRX / UTMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 19 years | 9 years | - |
| Gain YTD | 6.265 | 11.228 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 502M | 2,470% |
| Annual Yield % from dividends | 3.21 | 1.29 | 248% |
| Returns for 1 year | 10.74 | 18.28 | 59% |
| Returns for 3 years | 2.69 | -16.62 | -16% |
| Returns for 5 years | 28.93 | 2.81 | 1,030% |
| Returns for 10 years | 43.96 | N/A | - |
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