HSTRX
Price
$17.25
Change
-$0.03 (-0.17%)
Updated
Aug 10 closing price
Net Assets
267.03M
PATRX
Price
$12.09
Change
-$0.01 (-0.08%)
Updated
Aug 10 closing price
Net Assets
10.5B
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HSTRX vs PATRX

HSTRX vs PATRX Comparison Chart in %
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HSTRX vs. PATRX commentary
Aug 12, 2026

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.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.5B vs. HSTRX (267M). PATRX pays higher dividends than HSTRX: PATRX (7.55) vs HSTRX (3.16). HSTRX was incepted earlier than PATRX: HSTRX (24 years) vs PATRX (21 years). PATRX (2.56) is less costly to investors than HSTRX (0.85). HSTRX is a more actively managed with annual turnover of: 270.00 vs. PATRX (48.00). HSTRX (0) and PATRX (0) have matching initial minimum investment requirements. PATRX annual gain was more profitable for investors over the last year : 15.13 vs. HSTRX (10.55). HSTRX return over 5 years is better than : 33.79 vs. PATRX (23.36).
HSTRXPATRXHSTRX / PATRX
Total Expense Ratio0.772.4831%
Annual Report Gross Expense Ratio0.852.5633%
Fund Existence24 years21 years-
Gain YTD4.2969.69744%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRA500N/A-
Net Assets267M10.5B3%
Annual Yield % from dividends3.167.5542%
Returns for 1 year10.5515.1370%
Returns for 3 years38.5232.88117%
Returns for 5 years33.7923.36145%
Returns for 10 years64.0777.5283%
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