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PATRX vs SRGCX
PATRX vs SRGCX Comparison Chart in %
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PATRX vs. SRGCX commentary
Aug 19, 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 PATRX is a Hold and SRGCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. SRGCX (22.8M). PATRX pays higher dividends than SRGCX: PATRX (5.62) vs SRGCX (0.50). PATRX was incepted earlier than SRGCX: PATRX (20 years) vs SRGCX (12 years). SRGCX (3.31) is less costly to investors than PATRX (2.65). SRGCX is a more actively managed with annual turnover of: 133.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than SRGCX: PATRX (0) vs SRGCX (5000). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. SRGCX (6.38). PATRX return over 5 years is better than : 33.79 vs. SRGCX (7.29).
| PATRX | SRGCX | PATRX / SRGCX | |
| Total Expense Ratio | 2.56 | 2.31 | 111% |
| Annual Report Gross Expense Ratio | 2.65 | 3.31 | 80% |
| Fund Existence | 20 years | 12 years | - |
| Gain YTD | 8.078 | 6.950 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 10.9B | 22.8M | 47,807% |
| Annual Yield % from dividends | 5.62 | 0.50 | 1,125% |
| Returns for 1 year | 7.46 | 6.38 | 117% |
| Returns for 3 years | 14.62 | 15.35 | 95% |
| Returns for 5 years | 33.79 | 7.29 | 464% |
| Returns for 10 years | 65.33 | 14.12 | 463% |
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