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HFSGX vs PATRX
HFSGX vs PATRX Comparison Chart
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FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. HFSGX (132M). PATRX pays higher dividends than HFSGX: PATRX (5.52) vs HFSGX (1.88). HFSGX was incepted earlier than PATRX: HFSGX (2 years) vs PATRX (19 years). PATRX (2.65) is less costly to investors than HFSGX (0.85). PATRX is a more actively managed with annual turnover of: 56.00 vs. HFSGX (51.00). PATRX has a lower initial minimum investment than HFSGX: PATRX (0) vs HFSGX (5000000). PATRX annual gain was more profitable for investors over the last year : 6.92 vs. HFSGX (4.72).
| HFSGX | PATRX | HFSGX / PATRX | |
| Total Expense Ratio | 0.71 | 2.56 | 28% |
| Annual Report Gross Expense Ratio | 0.85 | 2.65 | 32% |
| Fund Existence | 2 years | 19 years | - |
| Gain YTD | 3.274 | 5.020 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132M | 11B | 1% |
| Annual Yield % from dividends | 1.88 | 5.52 | 34% |
| Returns for 1 year | 4.72 | 6.92 | 68% |
| 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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