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HTDAX vs PATRX
HTDAX vs PATRX Comparison Chart
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HTDAX vs. PATRX commentary
Apr 30, 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 HTDAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.2B vs. HTDAX (85.1M). PATRX pays higher dividends than HTDAX: PATRX (5.58) vs HTDAX (0.00). HTDAX was incepted earlier than PATRX: HTDAX (10 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than HTDAX (1.90). HTDAX is a more actively managed with annual turnover of: 226.00 vs. PATRX (56.00). PATRX has a lower initial minimum investment than HTDAX: PATRX (0) vs HTDAX (2500). HTDAX annual gain was more profitable for investors over the last year : 7.14 vs. PATRX (6.20). PATRX return over 5 years is better than : 40.67 vs. HTDAX (28.56).
| HTDAX | PATRX | HTDAX / PATRX | |
| Total Expense Ratio | 1.90 | 2.56 | 74% |
| Annual Report Gross Expense Ratio | 1.90 | 2.65 | 72% |
| Fund Existence | 10 years | 19 years | - |
| Gain YTD | -5.401 | 2.690 | -201% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 85.1M | 11.2B | 1% |
| Annual Yield % from dividends | 0.00 | 5.58 | - |
| Returns for 1 year | 7.14 | 6.20 | 115% |
| Returns for 3 years | 11.85 | 6.91 | 171% |
| Returns for 5 years | 28.56 | 40.67 | 70% |
| Returns for 10 years | N/A | 47.17 | - |
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