Interact to see
Advertisement
Advertisement
JHAAX vs PATRX
JHAAX vs PATRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JHAAX vs. PATRX commentary
Nov 14, 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: 9.79B vs. JHAAX (242M). PATRX pays higher dividends than JHAAX: PATRX (4.92) 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 : 11.99 vs. JHAAX (3.51). PATRX return over 5 years is better than : 35.31 vs. JHAAX (17.52).
| 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 | 5.149 | 13.183 | 39% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242M | 9.79B | 2% |
| Annual Yield % from dividends | 1.50 | 4.92 | 31% |
| Returns for 1 year | 3.51 | 11.99 | 29% |
| Returns for 3 years | 14.33 | 26.67 | 54% |
| Returns for 5 years | 17.52 | 35.31 | 50% |
| Returns for 10 years | 21.82 | 80.92 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement