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HASIX vs PATRX
HASIX vs PATRX Comparison Chart in %
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HASIX vs. PATRX commentary
Jul 28, 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 HASIX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. HASIX (769M). PATRX pays higher dividends than HASIX: PATRX (5.61) vs HASIX (0.76). HASIX was incepted earlier than PATRX: HASIX (9 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than HASIX (1.24). HASIX is a more actively managed with annual turnover of: 198.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than HASIX: PATRX (0) vs HASIX (10000000). PATRX annual gain was more profitable for investors over the last year : 8.16 vs. HASIX (-4.06). PATRX return over 5 years is better than : 34.25 vs. HASIX (21.42).
| HASIX | PATRX | HASIX / PATRX | |
| Total Expense Ratio | 1.24 | 2.56 | 48% |
| Annual Report Gross Expense Ratio | 1.24 | 2.65 | 47% |
| Fund Existence | 9 years | 20 years | - |
| Gain YTD | 8.496 | 7.313 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 769M | 11.1B | 7% |
| Annual Yield % from dividends | 0.76 | 5.61 | 14% |
| Returns for 1 year | -4.06 | 8.16 | -50% |
| Returns for 3 years | 21.48 | 18.25 | 118% |
| Returns for 5 years | 21.42 | 34.25 | 63% |
| Returns for 10 years | N/A | 61.67 | - |
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