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AAHTX vs FBHTX
AAHTX vs FBHTX Comparison Chart
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AAHTX vs. FBHTX commentary
May 26, 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 AAHTX is a Hold and FBHTX is a Hold.
FUNDAMENTALS
Fundamentals
AAHTX (39.3B) and FBHTX (39.3B) have equal amount of cash in the bank . FBHTX pays higher dividends than AAHTX: FBHTX (1.39) vs AAHTX (1.16). AAHTX was incepted earlier than FBHTX: AAHTX (18 years) vs FBHTX (11 years). AAHTX (0.69) is less costly to investors than FBHTX (0.45). AAHTX (5.00) and FBHTX (5.00) have comparable annual turnover. AAHTX (250) and FBHTX (250) have matching initial minimum investment requirements. FBHTX (8.67) and AAHTX (8.44) have marching annual gain over last year. FBHTX (48.28) and AAHTX (47.15) have equivalent 5 years return.
| AAHTX | FBHTX | AAHTX / FBHTX | |
| Total Expense Ratio | 0.69 | 0.45 | 153% |
| Annual Report Gross Expense Ratio | 0.69 | 0.45 | 153% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 3.705 | 3.799 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.3B | 39.3B | 100% |
| Annual Yield % from dividends | 1.16 | 1.39 | 83% |
| Returns for 1 year | 8.44 | 8.67 | 97% |
| Returns for 3 years | 27.24 | 27.84 | 98% |
| Returns for 5 years | 47.15 | 48.28 | 98% |
| Returns for 10 years | 66.11 | 67.37 | 98% |
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