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JHAIX vs PATRX
JHAIX vs PATRX Comparison Chart in %
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JHAIX vs. PATRX commentary
Aug 09, 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 JHAIX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. JHAIX (237M). PATRX pays higher dividends than JHAIX: PATRX (5.62) vs JHAIX (1.82). JHAIX was incepted earlier than PATRX: JHAIX (14 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than JHAIX (1.32). JHAIX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than JHAIX: PATRX (0) vs JHAIX (250000). PATRX annual gain was more profitable for investors over the last year : 7.97 vs. JHAIX (3.31). PATRX return over 5 years is better than : 32.61 vs. JHAIX (17.61).
| JHAIX | PATRX | JHAIX / PATRX | |
| Total Expense Ratio | 1.31 | 2.56 | 51% |
| Annual Report Gross Expense Ratio | 1.32 | 2.65 | 50% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 1.456 | 7.218 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237M | 10.9B | 2% |
| Annual Yield % from dividends | 1.82 | 5.62 | 32% |
| Returns for 1 year | 3.31 | 7.97 | 42% |
| Returns for 3 years | 7.78 | 15.52 | 50% |
| Returns for 5 years | 17.61 | 32.61 | 54% |
| Returns for 10 years | 19.55 | 61.52 | 32% |
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