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AFBIX vs AFBSX
AFBIX vs AFBSX Comparison Chart in %
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AFBIX vs. AFBSX commentary
Nov 30, 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 AFBIX is a Hold and AFBSX is a Hold.
FUNDAMENTALS
Fundamentals
AFBIX (420K) and AFBSX (420K) have equal amount of cash in the bank . AFBIX (0.00) and AFBSX (0.00) have matching dividends . AFBIX was incepted earlier than AFBSX: AFBIX (21 years) vs AFBSX (21 years). AFBSX (4.83) is less costly to investors than AFBIX (3.83). AFBIX (15000) and AFBSX (15000) have matching initial minimum investment requirements. AFBIX (15000) and AFBSX (15000) have similar IRA initial investment minimum. AFBIX annual gain was more profitable for investors over the last year : -3.97 vs. AFBSX (-4.94). AFBIX return over 5 years is better than : -12.11 vs. AFBSX (-16.33).
| AFBIX | AFBSX | AFBIX / AFBSX | |
| Total Expense Ratio | 1.78 | 2.78 | 64% |
| Annual Report Gross Expense Ratio | 3.83 | 4.83 | 79% |
| Fund Existence | 21 years | 21 years | - |
| Gain YTD | -4.897 | -5.812 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000 | 15000 | 100% |
| Min. Initial Investment IRA | 15000 | 15000 | 100% |
| Net Assets | 420K | 420K | 100% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | -3.97 | -4.94 | 80% |
| Returns for 3 years | -13.76 | -16.24 | 85% |
| Returns for 5 years | -12.11 | -16.33 | 74% |
| Returns for 10 years | -39.52 | -44.93 | 88% |
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