DWTFX
Price
$10.26
Change
+$0.04 (+0.39%)
Updated
Jul 3 closing price
Net Assets
40.62M
PATRX
Price
$11.19
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.06B
Interact to see
Advertisement

DWTFX vs PATRX

Header iconDWTFX vs PATRX Comparison
Open Charts DWTFX vs PATRXBanner chart's image
Arrow DWA Tactical Macro A
Price$10.26
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets40.62M
PIMCO All Asset R
Price$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.06B
DWTFX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
DWTFXPATRXDWTFX / PATRX
Total Expense Ratio2.062.5680%
Annual Report Gross Expense Ratio2.062.6578%
Fund Existence17 years19 years-
Gain YTD8.2286.931119%
Front Load6%N/A-
Min. Initial Investment50000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M11.1B0%
Annual Yield % from dividends0.005.61-
Returns for 1 year12.138.47143%
Returns for 3 years16.7619.0188%
Returns for 5 years29.0236.7979%
Returns for 10 years9.5258.5416%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
JGRO86.480.96
+1.12%
JPMorgan Active Growth ETF
GSPY34.330.25
+0.74%
Gotham Enhanced 500 ETF
FDAT21.430.14
+0.65%
Tactical Advantage ETF
JADE54.63N/A
N/A
JPMorgan Active Developing Mkts Eq ETF
XSVN47.39-0.14
-0.29%
BondBloxx Bloomberg SevenYrTrgDurUSTrETF