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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart
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AHSZX vs. FBTAX commentary
Feb 23, 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: 1.54B vs. AHSZX (79.9M). FBTAX pays higher dividends than AHSZX: FBTAX (1.02) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (10 years) vs FBTAX (24 years). AHSZX is a more actively managed with annual turnover of: 305.60 vs. FBTAX (78.00). 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 : -4.28 vs. AHSZX (-8.86). FBTAX return over 5 years is better than : 0.89 vs. AHSZX (-29.94).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -4.748 | 1.654 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.9M | 1.54B | 5% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | -8.86 | -4.28 | 207% |
| Returns for 3 years | -7.78 | 23.29 | -33% |
| Returns for 5 years | -29.94 | 0.89 | -3,383% |
| Returns for 10 years | N/A | 6.36 | - |
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