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HSTRX vs PATRX
HSTRX vs PATRX Comparison Chart in %
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HSTRX vs. PATRX commentary
Jul 06, 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 Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. HSTRX (223M). PATRX pays higher dividends than HSTRX: PATRX (5.61) vs HSTRX (2.70). HSTRX was incepted earlier than PATRX: HSTRX (23 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than HSTRX (0.84). PATRX (56.00) and HSTRX (55.00) have comparable annual turnover. 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 : 14.21 vs. PATRX (8.47). PATRX return over 5 years is better than : 36.79 vs. HSTRX (20.66).
| HSTRX | PATRX | HSTRX / PATRX | |
| Total Expense Ratio | 0.77 | 2.56 | 30% |
| Annual Report Gross Expense Ratio | 0.84 | 2.65 | 32% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 10.989 | 6.931 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 223M | 11.1B | 2% |
| Annual Yield % from dividends | 2.70 | 5.61 | 48% |
| Returns for 1 year | 14.21 | 8.47 | 168% |
| Returns for 3 years | 21.52 | 19.01 | 113% |
| Returns for 5 years | 20.66 | 36.79 | 56% |
| Returns for 10 years | 59.35 | 58.54 | 101% |
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