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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
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AHSZX vs. FBTAX 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 AHSZX is a StrongBuy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.46B vs. AHSZX (65.7M). FBTAX pays higher dividends than AHSZX: FBTAX (2.59) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (10 years) vs FBTAX (25 years). FBTAX (0.96) is less costly to investors than AHSZX (0.89). AHSZX is a more actively managed with annual turnover of: 233.38 vs. FBTAX (73.00). FBTAX has a lower initial minimum investment than AHSZX: FBTAX (0) vs AHSZX (500000). FBTAX annual gain was more profitable for investors over the last year : -2.11 vs. AHSZX (-9.18). FBTAX return over 5 years is better than : 8.83 vs. AHSZX (-34.13).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | 0.77 | 0.96 | 80% |
| Annual Report Gross Expense Ratio | 0.89 | 0.96 | 93% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -4.654 | 14.884 | -31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 1.46B | 4% |
| Annual Yield % from dividends | 0.00 | 2.59 | - |
| Returns for 1 year | -9.18 | -2.11 | 435% |
| Returns for 3 years | -1.31 | 38.33 | -3% |
| Returns for 5 years | -34.13 | 8.83 | -387% |
| Returns for 10 years | -16.30 | 12.49 | -131% |
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