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LCRIX vs PATRX
LCRIX vs PATRX Comparison Chart in %
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LCRIX vs. PATRX commentary
Jul 27, 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 Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. LCRIX (532M). PATRX pays higher dividends than LCRIX: PATRX (5.61) vs LCRIX (1.62). LCRIX was incepted earlier than PATRX: LCRIX (20 years) vs PATRX (20 years). PATRX (2.65) 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 : 8.16 vs. LCRIX (2.91). PATRX return over 5 years is better than : 34.25 vs. LCRIX (22.49).
| LCRIX | PATRX | LCRIX / PATRX | |
| Total Expense Ratio | 1.34 | 2.56 | 52% |
| Annual Report Gross Expense Ratio | 1.34 | 2.65 | 51% |
| Fund Existence | 20 years | 20 years | - |
| Gain YTD | 7.318 | 7.313 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 532M | 11.1B | 5% |
| Annual Yield % from dividends | 1.62 | 5.61 | 29% |
| Returns for 1 year | 2.91 | 8.16 | 36% |
| Returns for 3 years | 13.19 | 18.25 | 72% |
| Returns for 5 years | 22.49 | 34.25 | 66% |
| Returns for 10 years | 32.64 | 61.67 | 53% |
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