Ad is loading...
AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AHSZX vs. FBTAX commentary
Apr 18, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.39B vs. AHSZX (67.2M). FBTAX pays higher dividends than AHSZX: FBTAX (2.97) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (10 years) vs FBTAX (24 years). FBTAX (0.96) is less costly to investors than AHSZX (0.78). 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). AHSZX annual gain was more profitable for investors over the last year : -13.48 vs. FBTAX (-14.81). FBTAX return over 5 years is better than : -12.93 vs. AHSZX (-32.68).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | 0.75 | 0.96 | 78% |
| Annual Report Gross Expense Ratio | 0.78 | 0.96 | 81% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -13.117 | -14.002 | 94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 1.39B | 5% |
| Annual Yield % from dividends | 0.00 | 2.97 | - |
| Returns for 1 year | -13.48 | -14.81 | 91% |
| Returns for 3 years | -19.62 | 1.10 | -1,787% |
| Returns for 5 years | -32.68 | -12.93 | 253% |
| Returns for 10 years | N/A | -16.28 | - |