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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Aug 03, 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 JHAAX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. JHAAX (236M). PATRX pays higher dividends than JHAAX: PATRX (5.62) vs JHAAX (1.56). JHAAX was incepted earlier than PATRX: JHAAX (14 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than JHAAX (1.62). JHAAX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than JHAAX: PATRX (0) vs JHAAX (1000). PATRX annual gain was more profitable for investors over the last year : 5.66 vs. JHAAX (1.86). PATRX return over 5 years is better than : 32.70 vs. JHAAX (15.66).
| JHAAX | PATRX | JHAAX / PATRX | |
| Total Expense Ratio | 1.61 | 2.56 | 63% |
| Annual Report Gross Expense Ratio | 1.62 | 2.65 | 61% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 0.495 | 6.262 | 8% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236M | 11.1B | 2% |
| Annual Yield % from dividends | 1.56 | 5.62 | 28% |
| Returns for 1 year | 1.86 | 5.66 | 33% |
| Returns for 3 years | 5.96 | 15.31 | 39% |
| Returns for 5 years | 15.66 | 32.70 | 48% |
| Returns for 10 years | 15.71 | 59.94 | 26% |
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