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FLMAX vs PATRX
FLMAX vs PATRX Comparison Chart in %
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FLMAX vs. PATRX commentary
Sep 09, 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 FLMAX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. FLMAX (1.05B). PATRX pays higher dividends than FLMAX: PATRX (5.46) vs FLMAX (1.17). FLMAX was incepted earlier than PATRX: FLMAX (9 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than FLMAX (0.91). FLMAX is a more actively managed with annual turnover of: 312.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than FLMAX: PATRX (0) vs FLMAX (2500). PATRX annual gain was more profitable for investors over the last year : 8.29 vs. FLMAX (-2.20). FLMAX return over 5 years is better than : 42.00 vs. PATRX (36.75).
| FLMAX | PATRX | FLMAX / PATRX | |
| Total Expense Ratio | 0.91 | 2.54 | 36% |
| Annual Report Gross Expense Ratio | 0.91 | 2.62 | 35% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 9.173 | 10.180 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 11B | 10% |
| Annual Yield % from dividends | 1.17 | 5.46 | 21% |
| Returns for 1 year | -2.20 | 8.29 | -26% |
| Returns for 3 years | 26.35 | 22.63 | 116% |
| Returns for 5 years | 42.00 | 36.75 | 114% |
| Returns for 10 years | N/A | 75.56 | - |
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