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FLMFX vs PATRX
FLMFX vs PATRX Comparison Chart in %
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FLMFX 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 FLMFX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. FLMFX (1.04B). PATRX pays higher dividends than FLMFX: PATRX (5.62) vs FLMFX (0.89). FLMFX was incepted earlier than PATRX: FLMFX (37 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than FLMFX (1.20). FLMFX is a more actively managed with annual turnover of: 312.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than FLMFX: PATRX (0) vs FLMFX (2500). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. FLMFX (-3.85). FLMFX return over 5 years is better than : 39.53 vs. PATRX (33.79).
| FLMFX | PATRX | FLMFX / PATRX | |
| Total Expense Ratio | 1.20 | 2.56 | 47% |
| Annual Report Gross Expense Ratio | 1.20 | 2.65 | 45% |
| Fund Existence | 37 years | 20 years | - |
| Gain YTD | 8.111 | 8.078 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 10.9B | 10% |
| Annual Yield % from dividends | 0.89 | 5.62 | 16% |
| Returns for 1 year | -3.85 | 7.46 | -52% |
| Returns for 3 years | 18.22 | 14.62 | 125% |
| Returns for 5 years | 39.53 | 33.79 | 117% |
| Returns for 10 years | 50.35 | 65.33 | 77% |