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AHSZX vs FSPHX
AHSZX vs FSPHX Comparison Chart
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AHSZX vs. FSPHX commentary
May 12, 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 FSPHX is a Hold.
FUNDAMENTALS
Fundamentals
FSPHX has more cash in the bank: 6.2B vs. AHSZX (66.8M). FSPHX pays higher dividends than AHSZX: FSPHX (0.02) vs AHSZX (0.00). AHSZX was incepted earlier than FSPHX: AHSZX (10 years) vs FSPHX (44 years). AHSZX (0.89) is less costly to investors than FSPHX (0.63). AHSZX is a more actively managed with annual turnover of: 233.38 vs. FSPHX (40.00). FSPHX has a lower initial minimum investment than AHSZX: FSPHX (0) vs AHSZX (500000). FSPHX annual gain was more profitable for investors over the last year : -12.55 vs. AHSZX (-17.20). FSPHX return over 5 years is better than : -12.03 vs. AHSZX (-34.52).
| AHSZX | FSPHX | AHSZX / FSPHX | |
| Total Expense Ratio | 0.77 | 0.63 | 122% |
| Annual Report Gross Expense Ratio | 0.89 | 0.63 | 141% |
| Fund Existence | 10 years | 44 years | - |
| Gain YTD | -12.412 | -7.817 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 6.2B | 1% |
| Annual Yield % from dividends | 0.00 | 0.02 | - |
| Returns for 1 year | -17.20 | -12.55 | 137% |
| Returns for 3 years | -6.10 | 3.43 | -178% |
| Returns for 5 years | -34.52 | -12.03 | 287% |
| Returns for 10 years | N/A | 7.89 | - |
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