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JHACX vs PATRX
JHACX vs PATRX Comparison Chart in %
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JHACX vs. PATRX commentary
Aug 15, 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: 10.9B vs. JHACX (238M). PATRX pays higher dividends than JHACX: PATRX (5.62) vs JHACX (0.89). JHACX was incepted earlier than PATRX: JHACX (13 years) vs PATRX (20 years). PATRX (2.65) 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 : 7.66 vs. JHACX (1.40). PATRX return over 5 years is better than : 33.56 vs. JHACX (13.44).
| JHACX | PATRX | JHACX / PATRX | |
| Total Expense Ratio | 2.31 | 2.56 | 90% |
| Annual Report Gross Expense Ratio | 2.32 | 2.65 | 88% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 1.134 | 7.887 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238M | 10.9B | 2% |
| Annual Yield % from dividends | 0.89 | 5.62 | 16% |
| Returns for 1 year | 1.40 | 7.66 | 18% |
| Returns for 3 years | 4.78 | 14.32 | 33% |
| Returns for 5 years | 13.44 | 33.56 | 40% |
| Returns for 10 years | 10.61 | 64.29 | 17% |
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