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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Nov 20, 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 Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 9.79B vs. JHAAX (240M). PATRX pays higher dividends than JHAAX: PATRX (4.92) vs JHAAX (1.50). JHAAX was incepted earlier than PATRX: JHAAX (14 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than JHAAX (1.62). JHAAX is a more actively managed with annual turnover of: 66.00 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 : 10.56 vs. JHAAX (2.94). PATRX return over 5 years is better than : 31.89 vs. JHAAX (16.38).
| JHAAX | PATRX | JHAAX / PATRX | |
| Total Expense Ratio | 1.61 | 2.48 | 65% |
| Annual Report Gross Expense Ratio | 1.62 | 2.56 | 63% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.465 | 11.736 | 30% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 9.79B | 2% |
| Annual Yield % from dividends | 1.50 | 4.92 | 31% |
| Returns for 1 year | 2.94 | 10.56 | 28% |
| Returns for 3 years | 11.57 | 25.39 | 46% |
| Returns for 5 years | 16.38 | 31.89 | 51% |
| Returns for 10 years | 19.66 | 76.42 | 26% |
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