Interact to see
Advertisement
Advertisement
LCRIX vs PATRX
LCRIX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCRIX vs. PATRX commentary
Jul 07, 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 (537M). PATRX pays higher dividends than LCRIX: PATRX (5.61) vs LCRIX (1.62). LCRIX was incepted earlier than PATRX: LCRIX (19 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than LCRIX (1.34). LCRIX is a more actively managed with annual turnover of: 68.00 vs. PATRX (56.00). 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 : 8.47 vs. LCRIX (4.67). PATRX return over 5 years is better than : 36.79 vs. LCRIX (26.26).
| LCRIX | PATRX | LCRIX / PATRX | |
| Total Expense Ratio | 1.34 | 2.56 | 52% |
| Annual Report Gross Expense Ratio | 1.34 | 2.65 | 51% |
| Fund Existence | 19 years | 19 years | - |
| Gain YTD | 7.647 | 6.931 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 537M | 11.1B | 5% |
| Annual Yield % from dividends | 1.62 | 5.61 | 29% |
| Returns for 1 year | 4.67 | 8.47 | 55% |
| Returns for 3 years | 10.38 | 19.01 | 55% |
| Returns for 5 years | 26.26 | 36.79 | 71% |
| Returns for 10 years | 33.12 | 58.54 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers