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HFIGX vs PATRX
HFIGX vs PATRX Comparison Chart
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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. HFIGX (132M). PATRX pays higher dividends than HFIGX: PATRX (5.52) vs HFIGX (1.73). HFIGX was incepted earlier than PATRX: HFIGX (2 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than HFIGX (0.95). PATRX is a more actively managed with annual turnover of: 56.00 vs. HFIGX (51.00). PATRX has a lower initial minimum investment than HFIGX: PATRX (0) vs HFIGX (2000). PATRX annual gain was more profitable for investors over the last year : 6.92 vs. HFIGX (4.55).
| HFIGX | PATRX | HFIGX / PATRX | |
| Total Expense Ratio | 0.86 | 2.56 | 34% |
| Annual Report Gross Expense Ratio | 0.95 | 2.65 | 36% |
| Fund Existence | 2 years | 19 years | - |
| Gain YTD | 3.180 | 5.020 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 11B | 1% |
| Annual Yield % from dividends | 1.73 | 5.52 | 31% |
| Returns for 1 year | 4.55 | 6.92 | 66% |
| Returns for 3 years | N/A | 16.78 | - |
| Returns for 5 years | N/A | 35.81 | - |
| Returns for 10 years | N/A | 54.55 | - |
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