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CLTIX vs PATRX
CLTIX vs PATRX Comparison Chart in %
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CLTIX 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 CLTIX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. CLTIX (19.6M). PATRX pays higher dividends than CLTIX: PATRX (5.62) vs CLTIX (0.24). CLTIX was incepted earlier than PATRX: CLTIX (11 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than CLTIX (1.82). PATRX is a more actively managed with annual turnover of: 40.00 vs. CLTIX (17.00). PATRX has a lower initial minimum investment than CLTIX: PATRX (0) vs CLTIX (2500). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. CLTIX (6.21). PATRX return over 5 years is better than : 33.79 vs. CLTIX (10.84).
| CLTIX | PATRX | CLTIX / PATRX | |
| Total Expense Ratio | 1.28 | 2.56 | 50% |
| Annual Report Gross Expense Ratio | 1.82 | 2.65 | 69% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 9.031 | 8.078 | 112% |
| 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 | 0.24 | 5.62 | 4% |
| Returns for 1 year | 6.21 | 7.46 | 83% |
| Returns for 3 years | 5.28 | 14.62 | 36% |
| Returns for 5 years | 10.84 | 33.79 | 32% |
| Returns for 10 years | 20.22 | 65.33 | 31% |
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