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JHACX vs PATRX
JHACX vs PATRX Comparison Chart in %
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JHACX vs. PATRX commentary
Aug 18, 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 JHACX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 10.9B vs. JHACX (239M). PATRX pays higher dividends than JHACX: PATRX (5.62) vs JHACX (0.89). JHACX was incepted earlier than PATRX: JHACX (13 years) vs PATRX (20 years). PATRX (2.65) is less costly to investors than JHACX (2.32). JHACX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). PATRX has a lower initial minimum investment than JHACX: PATRX (0) vs JHACX (1000). PATRX annual gain was more profitable for investors over the last year : 7.46 vs. JHACX (1.71). PATRX return over 5 years is better than : 33.79 vs. JHACX (14.01).
| JHACX | PATRX | JHACX / PATRX | |
| Total Expense Ratio | 2.31 | 2.56 | 90% |
| Annual Report Gross Expense Ratio | 2.32 | 2.65 | 88% |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 1.649 | 8.078 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 10.9B | 2% |
| Annual Yield % from dividends | 0.89 | 5.62 | 16% |
| Returns for 1 year | 1.71 | 7.46 | 23% |
| Returns for 3 years | 4.44 | 14.62 | 30% |
| Returns for 5 years | 14.01 | 33.79 | 41% |
| Returns for 10 years | 10.98 | 65.33 | 17% |
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