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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart
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AHSZX vs. FBTAX commentary
Dec 19, 2024
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: 1.74B vs. AHSZX (93M). 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 : 19.17 vs. AHSZX (8.68). FBTAX return over 5 years is better than : 3.72 vs. AHSZX (-20.45).
| 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 | 4.109 | 10.059 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 93M | 1.74B | 5% |
| Annual Yield % from dividends | 0.00 | 1.02 | - |
| Returns for 1 year | 8.68 | 19.17 | 45% |
| Returns for 3 years | -14.01 | 13.79 | -102% |
| Returns for 5 years | -20.45 | 3.72 | -550% |
| Returns for 10 years | N/A | 19.50 | - |