DWTNX
Price
$10.52
Change
-$0.02 (-0.19%)
Updated
Aug 15 closing price
Net Assets
40.61M
PATRX
Price
$11.31
Change
-$0.01 (-0.09%)
Updated
Aug 15 closing price
Net Assets
10.86B
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DWTNX vs PATRX

Header iconDWTNX vs PATRX Comparison
Open Charts DWTNX vs PATRXBanner chart's image
Arrow DWA Tactical Macro Institutional
Price$10.52
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets40.61M
PIMCO All Asset R
Price$11.31
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.86B
DWTNX vs PATRX Comparison Chart in %
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DWTNX vs. PATRX commentary
Aug 18, 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 DWTNX is a Hold and PATRX is a Hold.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. DWTNX (40.6M). PATRX pays higher dividends than DWTNX: PATRX (5.62) vs DWTNX (0.00). DWTNX was incepted earlier than PATRX: DWTNX (13 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than DWTNX (1.81). DWTNX is a more actively managed with annual turnover of: 76.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than DWTNX: PATRX (0) vs DWTNX (1000000). DWTNX annual gain was more profitable for investors over the last year : 13.85 vs. PATRX (7.46). PATRX return over 5 years is better than : 33.79 vs. DWTNX (23.66).
DWTNXPATRXDWTNX / PATRX
Total Expense Ratio1.812.5671%
Annual Report Gross Expense Ratio1.812.6568%
Fund Existence13 years20 years-
Gain YTD9.5838.078119%
Front LoadN/AN/A-
Min. Initial Investment10000000-
Min. Initial Investment IRAN/AN/A-
Net Assets40.6M10.9B0%
Annual Yield % from dividends0.005.62-
Returns for 1 year13.857.46186%
Returns for 3 years18.6314.62127%
Returns for 5 years23.6633.7970%
Returns for 10 years12.8365.3320%
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