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JHARX vs PATRX
JHARX vs PATRX Comparison Chart in %
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JHARX vs. PATRX commentary
Sep 08, 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 JHARX is a Buy and PATRX is a Hold.
FUNDAMENTALS
Fundamentals
PATRX has more cash in the bank: 11B vs. JHARX (240M). PATRX pays higher dividends than JHARX: PATRX (5.46) vs JHARX (1.50). JHARX was incepted earlier than PATRX: JHARX (14 years) vs PATRX (20 years). PATRX (2.62) is less costly to investors than JHARX (1.71). JHARX is a more actively managed with annual turnover of: 47.00 vs. PATRX (40.00). JHARX (0) and PATRX (0) have matching initial minimum investment requirements. PATRX annual gain was more profitable for investors over the last year : 8.29 vs. JHARX (1.54). PATRX return over 5 years is better than : 36.75 vs. JHARX (18.75).
| JHARX | PATRX | JHARX / PATRX | |
| Total Expense Ratio | 1.70 | 2.54 | 67% |
| Annual Report Gross Expense Ratio | 1.71 | 2.62 | 65% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 2.789 | 10.180 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240M | 11B | 2% |
| Annual Yield % from dividends | 1.50 | 5.46 | 28% |
| Returns for 1 year | 1.54 | 8.29 | 19% |
| Returns for 3 years | 12.01 | 22.63 | 53% |
| Returns for 5 years | 18.75 | 36.75 | 51% |
| Returns for 10 years | 19.25 | 75.56 | 25% |
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