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DWTFX vs PATRX
DWTFX vs PATRX Comparison Chart in %
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DWTFX vs. PATRX commentary
Jul 08, 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 (40.6M). PATRX pays higher dividends than DWTFX: PATRX (5.61) vs DWTFX (0.00). DWTFX was incepted earlier than PATRX: DWTFX (17 years) vs PATRX (19 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 (56.00). 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 : 12.13 vs. PATRX (8.47). PATRX return over 5 years is better than : 36.79 vs. DWTFX (29.02).
| 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 | 19 years | - |
| Gain YTD | 8.228 | 6.931 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6M | 11.1B | 0% |
| Annual Yield % from dividends | 0.00 | 5.61 | - |
| Returns for 1 year | 12.13 | 8.47 | 143% |
| Returns for 3 years | 16.76 | 19.01 | 88% |
| Returns for 5 years | 29.02 | 36.79 | 79% |
| Returns for 10 years | 9.52 | 58.54 | 16% |
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