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HSTRX vs PATRX
HSTRX vs PATRX Comparison Chart in %
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HSTRX vs. PATRX commentary
Oct 15, 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 HSTRX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.1B vs. HSTRX (249M). PATRX pays higher dividends than HSTRX: PATRX (4.96) vs HSTRX (2.55). HSTRX was incepted earlier than PATRX: HSTRX (23 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than HSTRX (0.84). HSTRX is a more actively managed with annual turnover of: 270.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than HSTRX: PATRX (0) vs HSTRX (1000). HSTRX annual gain was more profitable for investors over the last year : 17.61 vs. PATRX (7.94). PATRX return over 5 years is better than : 37.34 vs. HSTRX (27.08).
| HSTRX | PATRX | HSTRX / PATRX | |
| Total Expense Ratio | 0.77 | 2.48 | 31% |
| Annual Report Gross Expense Ratio | 0.84 | 2.56 | 33% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 19.124 | 10.675 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 249M | 10.1B | 2% |
| Annual Yield % from dividends | 2.55 | 4.96 | 51% |
| Returns for 1 year | 17.61 | 7.94 | 222% |
| Returns for 3 years | 38.19 | 32.30 | 118% |
| Returns for 5 years | 27.08 | 37.34 | 73% |
| Returns for 10 years | 71.48 | 71.99 | 99% |
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