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HSAFX vs PATRX
HSAFX vs PATRX Comparison Chart in %
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HSAFX vs. PATRX commentary
Aug 08, 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 (27.4M). 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 (2.65) 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 : 8.75 vs. PATRX (7.97). PATRX return over 5 years is better than : 32.61 vs. HSAFX (-1.29).
| HSAFX | PATRX | HSAFX / PATRX | |
| Total Expense Ratio | 1.29 | 2.56 | 50% |
| Annual Report Gross Expense Ratio | 2.18 | 2.65 | 82% |
| Fund Existence | 6 years | 20 years | - |
| Gain YTD | 6.221 | 7.218 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.4M | 10.9B | 0% |
| Annual Yield % from dividends | 2.08 | 5.62 | 37% |
| Returns for 1 year | 8.75 | 7.97 | 110% |
| Returns for 3 years | -5.14 | 15.52 | -33% |
| Returns for 5 years | -1.29 | 32.61 | -4% |
| Returns for 10 years | N/A | 61.52 | - |
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