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CLTIX vs PATRX
CLTIX vs PATRX Comparison Chart in %
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CLTIX vs. PATRX commentary
Sep 07, 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: 11B vs. CLTIX (18.4M). PATRX pays higher dividends than CLTIX: PATRX (5.46) vs CLTIX (0.23). CLTIX was incepted earlier than PATRX: CLTIX (11 years) vs PATRX (20 years). PATRX (2.62) 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). CLTIX annual gain was more profitable for investors over the last year : 11.32 vs. PATRX (8.29). PATRX return over 5 years is better than : 36.75 vs. CLTIX (11.12).
| CLTIX | PATRX | CLTIX / PATRX | |
| Total Expense Ratio | 1.28 | 2.54 | 50% |
| Annual Report Gross Expense Ratio | 1.82 | 2.62 | 70% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 9.954 | 10.180 | 98% |
| 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 | 0.23 | 5.46 | 4% |
| Returns for 1 year | 11.32 | 8.29 | 137% |
| Returns for 3 years | 9.11 | 22.63 | 40% |
| Returns for 5 years | 11.12 | 36.75 | 30% |
| Returns for 10 years | 27.46 | 75.56 | 36% |