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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart
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AHSZX vs. FBTAX commentary
Jan 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: 1.56B vs. AHSZX (88.2M). 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). AHSZX annual gain was more profitable for investors over the last year : 2.14 vs. FBTAX (-4.17). FBTAX return over 5 years is better than : -3.57 vs. AHSZX (-23.83).
| 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 | 1.128 | -4.116 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.2M | 1.56B | 6% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 2.14 | -4.17 | -51% |
| Returns for 3 years | -3.84 | 14.00 | -27% |
| Returns for 5 years | -23.83 | -3.57 | 668% |
| Returns for 10 years | N/A | 4.14 | - |