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CLTCX vs PATRX
CLTCX vs PATRX Comparison Chart in %
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CLTCX 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 CLTCX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. CLTCX (19.6M). PATRX pays higher dividends than CLTCX: PATRX (5.62) vs CLTCX (0.00). CLTCX was incepted earlier than PATRX: CLTCX (13 years) vs PATRX (20 years). CLTCX (2.86) is less costly to investors than PATRX (2.65). PATRX is a more actively managed with annual turnover of: 40.00 vs. CLTCX (17.00). PATRX has a lower initial minimum investment than CLTCX: PATRX (0) vs CLTCX (2500). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. CLTCX (5.13). PATRX return over 5 years is better than : 33.79 vs. CLTCX (4.76).
| CLTCX | PATRX | CLTCX / PATRX | |
| Total Expense Ratio | 2.28 | 2.56 | 89% |
| Annual Report Gross Expense Ratio | 2.86 | 2.65 | 108% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 8.351 | 8.078 | 103% |
| Front Load | N/A | 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 | 0.00 | 5.62 | - |
| Returns for 1 year | 5.13 | 7.46 | 69% |
| Returns for 3 years | 1.62 | 14.62 | 11% |
| Returns for 5 years | 4.76 | 33.79 | 14% |
| Returns for 10 years | 9.95 | 65.33 | 15% |
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