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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Sep 17, 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: 11B vs. JHAAX (240M). PATRX pays higher dividends than JHAAX: PATRX (5.46) vs JHAAX (1.53). JHAAX was incepted earlier than PATRX: JHAAX (14 years) vs PATRX (20 years). PATRX (2.62) 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 : 8.02 vs. JHAAX (0.31). PATRX return over 5 years is better than : 37.21 vs. JHAAX (18.59).
| JHAAX | PATRX | JHAAX / PATRX | |
| Total Expense Ratio | 1.61 | 2.54 | 64% |
| Annual Report Gross Expense Ratio | 1.62 | 2.62 | 62% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.267 | 11.350 | 29% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 11B | 2% |
| Annual Yield % from dividends | 1.53 | 5.46 | 28% |
| Returns for 1 year | 0.31 | 8.02 | 4% |
| Returns for 3 years | 13.35 | 25.43 | 53% |
| Returns for 5 years | 18.59 | 37.21 | 50% |
| Returns for 10 years | 21.38 | 76.48 | 28% |
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