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DBIWX vs PATRX
DBIWX vs PATRX Comparison Chart in %
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DBIWX vs. PATRX commentary
Dec 28, 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 DBIWX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 9.88B vs. DBIWX (172M). PATRX pays higher dividends than DBIWX: PATRX (4.85) vs DBIWX (2.16). DBIWX was incepted earlier than PATRX: DBIWX (6 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than DBIWX (1.04). PATRX (40.00) and DBIWX (39.00) have comparable annual turnover. DBIWX (0) and PATRX (0) have matching initial minimum investment requirements. DBIWX (14.53) and PATRX (13.98) have marching annual gain over last year. PATRX (29.51) and DBIWX (28.46) have equivalent 5 years return.
| DBIWX | PATRX | DBIWX / PATRX | |
| Total Expense Ratio | 1.04 | 2.48 | 42% |
| Annual Report Gross Expense Ratio | 1.04 | 2.56 | 41% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 15.095 | 14.148 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 172M | 9.88B | 2% |
| Annual Yield % from dividends | 2.16 | 4.85 | 45% |
| Returns for 1 year | 14.53 | 13.98 | 104% |
| Returns for 3 years | 30.38 | 27.16 | 112% |
| Returns for 5 years | 28.46 | 29.51 | 96% |
| Returns for 10 years | N/A | 84.40 | - |
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