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HSTRX vs PATRX
HSTRX vs PATRX Comparison Chart in %
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HSTRX vs. PATRX commentary
Sep 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 Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. HSTRX (241M). PATRX pays higher dividends than HSTRX: PATRX (5.46) vs HSTRX (2.58). HSTRX was incepted earlier than PATRX: HSTRX (23 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than HSTRX (0.84). HSTRX is a more actively managed with annual turnover of: 55.00 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 : 16.54 vs. PATRX (8.81). PATRX return over 5 years is better than : 38.31 vs. HSTRX (25.91).
| HSTRX | PATRX | HSTRX / PATRX | |
| Total Expense Ratio | 0.77 | 2.54 | 30% |
| Annual Report Gross Expense Ratio | 0.84 | 2.62 | 32% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 18.133 | 11.061 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | 500 | N/A | - |
| Net Assets | 241M | 11B | 2% |
| Annual Yield % from dividends | 2.58 | 5.46 | 47% |
| Returns for 1 year | 16.54 | 8.81 | 188% |
| Returns for 3 years | 32.85 | 22.81 | 144% |
| Returns for 5 years | 25.91 | 38.31 | 68% |
| Returns for 10 years | 76.27 | 76.46 | 100% |
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