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JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
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JHAAX vs. PATRX commentary
Sep 29, 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: 11B vs. JHAAX (239M). PATRX pays higher dividends than JHAAX: PATRX (5.46) vs JHAAX (1.53). JHAAX was incepted earlier than PATRX: JHAAX (14 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than JHAAX (1.62). JHAAX is a more actively managed with annual turnover of: 47.00 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 : 6.61 vs. JHAAX (0.98). PATRX return over 5 years is better than : 40.20 vs. JHAAX (17.68).
| JHAAX | PATRX | JHAAX / PATRX | |
| Total Expense Ratio | 1.61 | 2.54 | 64% |
| Annual Report Gross Expense Ratio | 1.62 | 2.62 | 62% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 2.475 | 10.482 | 24% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 11B | 2% |
| Annual Yield % from dividends | 1.53 | 5.46 | 28% |
| Returns for 1 year | 0.98 | 6.61 | 15% |
| Returns for 3 years | 15.02 | 31.68 | 47% |
| Returns for 5 years | 17.68 | 40.20 | 44% |
| Returns for 10 years | 21.44 | 80.22 | 27% |
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