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AHSAX vs FBTAX
AHSAX vs FBTAX Comparison Chart in %
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AHSAX vs. FBTAX commentary
Sep 16, 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 AHSAX is a StrongBuy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. AHSAX (64.7M). FBTAX pays higher dividends than AHSAX: FBTAX (2.59) vs AHSAX (0.00). AHSAX was incepted earlier than FBTAX: AHSAX (23 years) vs FBTAX (25 years). AHSAX (1.18) is less costly to investors than FBTAX (0.96). AHSAX is a more actively managed with annual turnover of: 233.38 vs. FBTAX (73.00). FBTAX initial investment is less costly to investors than AHSAX (5%) vs AHSAX (5%). FBTAX has a lower initial minimum investment than AHSAX: FBTAX (0) vs AHSAX (1000). FBTAX annual gain was more profitable for investors over the last year : -5.02 vs. AHSAX (-11.74). FBTAX return over 5 years is better than : 2.04 vs. AHSAX (-40.45).
| AHSAX | FBTAX | AHSAX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -5.894 | 14.259 | -41% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.7M | 1.46B | 4% |
| Annual Yield % from dividends | 0.00 | 2.59 | - |
| Returns for 1 year | -11.74 | -5.02 | 234% |
| Returns for 3 years | -4.56 | 32.51 | -14% |
| Returns for 5 years | -40.45 | 2.04 | -1,984% |
| Returns for 10 years | -22.58 | 14.43 | -156% |
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