Interact to see
Advertisement
Advertisement
AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHSZX vs. FBTAX commentary
Jul 04, 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: 1.3B vs. AHSZX (65.6M). FBTAX pays higher dividends than AHSZX: FBTAX (2.95) 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 : -6.10 vs. AHSZX (-13.75). FBTAX return over 5 years is better than : -14.13 vs. AHSZX (-38.28).
| 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 | -10.343 | -1.654 | 625% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.6M | 1.3B | 5% |
| Annual Yield % from dividends | 0.00 | 2.95 | - |
| Returns for 1 year | -13.75 | -6.10 | 225% |
| Returns for 3 years | -6.11 | 28.17 | -22% |
| Returns for 5 years | -38.28 | -14.13 | 271% |
| Returns for 10 years | -24.95 | -8.60 | 290% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement