HASIX
Price
$14.20
Change
+$0.08 (+0.57%)
Updated
Jul 3 closing price
Net Assets
769.86M
PATRX
Price
$11.19
Change
-$0.00 (-0.00%)
Updated
Jul 3 closing price
Net Assets
11.06B
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HASIX vs PATRX

Header iconHASIX vs PATRX Comparison
Open Charts HASIX vs PATRXBanner chart's image
Horizon Active Asset Allocation I
Price$14.20
Change+$0.08 (+0.57%)
VolumeN/A
Net Assets769.86M
PIMCO All Asset R
Price$11.19
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.06B
HASIX vs PATRX Comparison Chart in %
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HASIX vs. PATRX commentary
Jul 08, 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.

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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11.1B vs. HASIX (770M). PATRX pays higher dividends than HASIX: PATRX (5.61) vs HASIX (0.76). HASIX was incepted earlier than PATRX: HASIX (9 years) vs PATRX (19 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 (56.00). 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 : 8.47 vs. HASIX (-8.13). PATRX return over 5 years is better than : 36.79 vs. HASIX (22.96).
HASIXPATRXHASIX / PATRX
Total Expense Ratio1.242.5648%
Annual Report Gross Expense Ratio1.242.6547%
Fund Existence9 years19 years-
Gain YTD6.7676.93198%
Front LoadN/AN/A-
Min. Initial Investment100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets770M11.1B7%
Annual Yield % from dividends0.765.6114%
Returns for 1 year-8.138.47-96%
Returns for 3 years21.6319.01114%
Returns for 5 years22.9636.7962%
Returns for 10 yearsN/A58.54-
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