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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
Jun 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: 1.9B vs. AHSZX (60.6M). FBTAX pays higher dividends than AHSZX: FBTAX (1.13) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (11 years) vs FBTAX (25 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 : 50.10 vs. AHSZX (25.04). FBTAX return over 5 years is better than : 29.40 vs. AHSZX (-25.22).
| 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 | 25 years | - |
| Gain YTD | 0.850 | 2.297 | 37% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 1.9B | 3% |
| Annual Yield % from dividends | 0.00 | 1.13 | - |
| Returns for 1 year | 25.04 | 50.10 | 50% |
| Returns for 3 years | 12.90 | 59.94 | 22% |
| Returns for 5 years | -25.22 | 29.40 | -86% |
| Returns for 10 years | 41.45 | 91.09 | 46% |
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