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JHACX vs PATRX
JHACX vs PATRX Comparison Chart in %
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JHACX 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 JHACX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. JHACX (240M). PATRX pays higher dividends than JHACX: PATRX (5.46) vs JHACX (0.87). JHACX was incepted earlier than PATRX: JHACX (13 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than JHACX (2.32). JHACX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than JHACX: PATRX (0) vs JHACX (1000). PATRX annual gain was more profitable for investors over the last year : 8.02 vs. JHACX (-0.31). PATRX return over 5 years is better than : 37.21 vs. JHACX (15.42).
| JHACX | PATRX | JHACX / PATRX | |
| Total Expense Ratio | 2.31 | 2.54 | 91% |
| Annual Report Gross Expense Ratio | 2.32 | 2.62 | 89% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 2.784 | 11.350 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 11B | 2% |
| Annual Yield % from dividends | 0.87 | 5.46 | 16% |
| Returns for 1 year | -0.31 | 8.02 | -4% |
| Returns for 3 years | 11.38 | 25.43 | 45% |
| Returns for 5 years | 15.42 | 37.21 | 41% |
| Returns for 10 years | 14.26 | 76.48 | 19% |
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