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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Oct 21, 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 JHAAX is a Hold and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.1B vs. JHAAX (244M). PATRX pays higher dividends than JHAAX: PATRX (4.96) vs JHAAX (1.50). JHAAX was incepted earlier than PATRX: JHAAX (14 years) vs PATRX (20 years). PATRX (2.56) is less costly to investors than JHAAX (1.62). JHAAX is a more actively managed with annual turnover of: 66.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than JHAAX: PATRX (0) vs JHAAX (1000). PATRX annual gain was more profitable for investors over the last year : 9.34 vs. JHAAX (4.18). PATRX return over 5 years is better than : 39.49 vs. JHAAX (21.72).
| JHAAX | PATRX | JHAAX / PATRX | |
| Total Expense Ratio | 1.61 | 2.48 | 65% |
| Annual Report Gross Expense Ratio | 1.62 | 2.56 | 63% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.337 | 12.411 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244M | 10.1B | 2% |
| Annual Yield % from dividends | 1.50 | 4.96 | 30% |
| Returns for 1 year | 4.18 | 9.34 | 45% |
| Returns for 3 years | 18.46 | 33.33 | 55% |
| Returns for 5 years | 21.72 | 39.49 | 55% |
| Returns for 10 years | 23.53 | 74.69 | 32% |
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