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JHARX vs PATRX
JHARX vs PATRX Comparison Chart in %
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JHARX vs. PATRX commentary
Aug 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 JHARX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. JHARX (239M). PATRX pays higher dividends than JHARX: PATRX (5.62) vs JHARX (1.53). JHARX was incepted earlier than PATRX: JHARX (13 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than JHARX (1.71). JHARX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). JHARX (0) and PATRX (0) have matching initial minimum investment requirements. PATRX annual gain was more profitable for investors over the last year : 7.46 vs. JHARX (2.44). PATRX return over 5 years is better than : 33.79 vs. JHARX (17.04).
| JHARX | PATRX | JHARX / PATRX | |
| Total Expense Ratio | 1.70 | 2.56 | 66% |
| Annual Report Gross Expense Ratio | 1.71 | 2.65 | 65% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 2.092 | 8.078 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 10.9B | 2% |
| Annual Yield % from dividends | 1.53 | 5.62 | 27% |
| Returns for 1 year | 2.44 | 7.46 | 33% |
| Returns for 3 years | 6.23 | 14.62 | 43% |
| Returns for 5 years | 17.04 | 33.79 | 50% |
| Returns for 10 years | 17.38 | 65.33 | 27% |
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