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DWTFX vs PATRX
DWTFX vs PATRX Comparison Chart in %
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DWTFX vs. PATRX commentary
Jul 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 DWTFX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. DWTFX (40.9M). PATRX pays higher dividends than DWTFX: PATRX (5.61) vs DWTFX (0.00). DWTFX was incepted earlier than PATRX: DWTFX (17 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than DWTFX (2.06). DWTFX is a more actively managed with annual turnover of: 76.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than DWTFX: PATRX (0) vs DWTFX (5000). DWTFX annual gain was more profitable for investors over the last year : 16.57 vs. PATRX (8.16). PATRX return over 5 years is better than : 34.25 vs. DWTFX (26.40).
| DWTFX | PATRX | DWTFX / PATRX | |
| Total Expense Ratio | 2.06 | 2.56 | 80% |
| Annual Report Gross Expense Ratio | 2.06 | 2.65 | 78% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 9.810 | 7.313 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.9M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 5.61 | - |
| Returns for 1 year | 16.57 | 8.16 | 203% |
| Returns for 3 years | 20.37 | 18.25 | 112% |
| Returns for 5 years | 26.40 | 34.25 | 77% |
| Returns for 10 years | 10.61 | 61.67 | 17% |
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