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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart
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AHSZX vs. FBTAX commentary
Jun 03, 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: 1.28B vs. AHSZX (66.4M). FBTAX pays higher dividends than AHSZX: FBTAX (3.05) 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 (0.89). 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 : -9.56 vs. AHSZX (-15.74). FBTAX return over 5 years is better than : -15.11 vs. AHSZX (-35.63).
| 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 | 24 years | - |
| Gain YTD | -11.425 | -7.350 | 155% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 1.28B | 5% |
| Annual Yield % from dividends | 0.00 | 3.05 | - |
| Returns for 1 year | -15.74 | -9.56 | 165% |
| Returns for 3 years | -6.59 | 26.76 | -25% |
| Returns for 5 years | -35.63 | -15.11 | 236% |
| Returns for 10 years | -24.76 | -10.90 | 227% |
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