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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Feb 05, 2026
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 StrongBuy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 9.7B vs. JHAAX (289M). PATRX pays higher dividends than JHAAX: PATRX (7.59) vs JHAAX (0.00). 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). PATRX is a more actively managed with annual turnover of: 40.00 vs. JHAAX (8.00). 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 : 15.21 vs. JHAAX (1.35). PATRX return over 5 years is better than : 26.65 vs. JHAAX (15.57).
| 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 | -0.190 | 3.543 | -5% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 289M | 9.7B | 3% |
| Annual Yield % from dividends | 0.00 | 7.59 | - |
| Returns for 1 year | 1.35 | 15.21 | 9% |
| Returns for 3 years | 10.62 | 23.70 | 45% |
| Returns for 5 years | 15.57 | 26.65 | 58% |
| Returns for 10 years | 26.46 | 92.84 | 29% |
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