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LCRIX vs PATRX
LCRIX vs PATRX Comparison Chart in %
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LCRIX vs. PATRX commentary
Dec 13, 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 LCRIX is a StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 9.88B vs. LCRIX (553M). PATRX pays higher dividends than LCRIX: PATRX (4.85) vs LCRIX (1.63). LCRIX was incepted earlier than PATRX: LCRIX (20 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than LCRIX (1.34). PATRX (40.00) and LCRIX (39.54) have comparable annual turnover. PATRX has a lower initial minimum investment than LCRIX: PATRX (0) vs LCRIX (100000). PATRX annual gain was more profitable for investors over the last year : 10.68 vs. LCRIX (3.93). PATRX return over 5 years is better than : 29.47 vs. LCRIX (14.72).
| LCRIX | PATRX | LCRIX / PATRX | |
| Total Expense Ratio | 1.34 | 2.48 | 54% |
| Annual Report Gross Expense Ratio | 1.34 | 2.56 | 52% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 7.631 | 13.376 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 553M | 9.88B | 6% |
| Annual Yield % from dividends | 1.63 | 4.85 | 34% |
| Returns for 1 year | 3.93 | 10.68 | 37% |
| Returns for 3 years | 16.87 | 24.80 | 68% |
| Returns for 5 years | 14.72 | 29.47 | 50% |
| Returns for 10 years | 36.64 | 86.21 | 43% |
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