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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison
Open Charts AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
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AHSZX vs. FBTAX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 2.2B vs. AHSZX (75.4M). FBTAX pays higher dividends than AHSZX: FBTAX (0.99) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (11 years) vs FBTAX (26 years). FBTAX (0.96) is less costly to investors than AHSZX (0.82). AHSZX is a more actively managed with annual turnover of: 289.28 vs. FBTAX (51.00). 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 : 61.82 vs. AHSZX (53.73). FBTAX return over 5 years is better than : 46.45 vs. AHSZX (-19.38).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | 0.76 | 0.96 | 79% |
| Annual Report Gross Expense Ratio | 0.82 | 0.96 | 85% |
| Fund Existence | 11 years | 26 years | - |
| Gain YTD | 21.896 | 20.620 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 2.2B | 3% |
| Annual Yield % from dividends | 0.00 | 0.99 | - |
| Returns for 1 year | 53.73 | 61.82 | 87% |
| Returns for 3 years | 35.24 | 89.19 | 40% |
| Returns for 5 years | -19.38 | 46.45 | -42% |
| Returns for 10 years | 61.45 | 121.05 | 51% |
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