Interact to see
Advertisement
Advertisement
CLTCX vs PATRX
CLTCX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLTCX vs. PATRX commentary
Sep 09, 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: 11B vs. CLTCX (18.4M). PATRX pays higher dividends than CLTCX: PATRX (5.46) 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 (2.62). 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). CLTCX annual gain was more profitable for investors over the last year : 10.25 vs. PATRX (8.29). PATRX return over 5 years is better than : 36.75 vs. CLTCX (5.14).
| CLTCX | PATRX | CLTCX / PATRX | |
| Total Expense Ratio | 2.28 | 2.54 | 90% |
| Annual Report Gross Expense Ratio | 2.86 | 2.62 | 109% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 9.255 | 10.180 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.4M | 11B | 0% |
| Annual Yield % from dividends | 0.00 | 5.46 | - |
| Returns for 1 year | 10.25 | 8.29 | 124% |
| Returns for 3 years | 5.42 | 22.63 | 24% |
| Returns for 5 years | 5.14 | 36.75 | 14% |
| Returns for 10 years | 16.66 | 75.56 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FQTEX | 13.46 | 0.03 | +0.22% |
| Franklin Templeton SMACS: Series E Adv | |||
| ARZMX | 16.93 | 0.02 | +0.12% |
| AMG River Road Small Cap Value Z | |||
| COMSX | 30.17 | -0.02 | -0.07% |
| DWS Digital Horizons S | |||
| MAFGX | 44.55 | -0.07 | -0.16% |
| BlackRock Capital Appreciation Instl | |||
| FBGKX | 253.97 | -1.08 | -0.42% |
| Fidelity Blue Chip Growth K | |||