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HSAFX vs PATRX
HSAFX vs PATRX Comparison Chart in %
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HSAFX vs. PATRX commentary
Aug 30, 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 HSAFX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. HSAFX (27.9M). PATRX pays higher dividends than HSAFX: PATRX (5.62) vs HSAFX (2.08). HSAFX was incepted earlier than PATRX: HSAFX (6 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than HSAFX (2.18). HSAFX is a more actively managed with annual turnover of: 129.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than HSAFX: PATRX (0) vs HSAFX (1000). HSAFX annual gain was more profitable for investors over the last year : 10.80 vs. PATRX (7.16). PATRX return over 5 years is better than : 34.98 vs. HSAFX (1.79).
| HSAFX | PATRX | HSAFX / PATRX | |
| Total Expense Ratio | 1.29 | 2.54 | 51% |
| Annual Report Gross Expense Ratio | 2.18 | 2.62 | 83% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 8.806 | 9.224 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.9M | 10.9B | 0% |
| Annual Yield % from dividends | 2.08 | 5.62 | 37% |
| Returns for 1 year | 10.80 | 7.16 | 151% |
| Returns for 3 years | -2.92 | 18.74 | -16% |
| Returns for 5 years | 1.79 | 34.98 | 5% |
| Returns for 10 years | N/A | 70.96 | - |
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