Interact to see
Advertisement
Advertisement
CLTAX vs PATRX
CLTAX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLTAX vs. PATRX commentary
Aug 18, 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 CLTAX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. CLTAX (19.6M). PATRX pays higher dividends than CLTAX: PATRX (5.62) vs CLTAX (0.02). CLTAX was incepted earlier than PATRX: CLTAX (13 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than CLTAX (2.09). PATRX is a more actively managed with annual turnover of: 40.00 vs. CLTAX (17.00). PATRX has a lower initial minimum investment than CLTAX: PATRX (0) vs CLTAX (2500). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. CLTAX (5.87). PATRX return over 5 years is better than : 33.79 vs. CLTAX (9.43).
| CLTAX | PATRX | CLTAX / PATRX | |
| Total Expense Ratio | 1.53 | 2.56 | 60% |
| Annual Report Gross Expense Ratio | 2.09 | 2.65 | 79% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 8.857 | 8.078 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.6M | 10.9B | 0% |
| Annual Yield % from dividends | 0.02 | 5.62 | 0% |
| Returns for 1 year | 5.87 | 7.46 | 79% |
| Returns for 3 years | 4.49 | 14.62 | 31% |
| Returns for 5 years | 9.43 | 33.79 | 28% |
| Returns for 10 years | 18.05 | 65.33 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement