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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart
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AHSZX vs. JFNIX commentary
Apr 18, 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 JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.71B vs. AHSZX (67.2M). JFNIX pays higher dividends than AHSZX: JFNIX (0.39) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (10 years) vs JFNIX (16 years). AHSZX (0.78) and JFNIX (0.77) have similar cost to investors . AHSZX is a more actively managed with annual turnover of: 233.38 vs. JFNIX (35.00). JFNIX has a lower initial minimum investment than AHSZX: JFNIX (2500) vs AHSZX (500000). JFNIX annual gain was more profitable for investors over the last year : -8.00 vs. AHSZX (-13.48). JFNIX return over 5 years is better than : 12.91 vs. AHSZX (-32.68).
| AHSZX | JFNIX | AHSZX / JFNIX | |
| Total Expense Ratio | 0.75 | 0.77 | 97% |
| Annual Report Gross Expense Ratio | 0.78 | 0.77 | 101% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | -13.117 | -4.719 | 278% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.2M | 4.71B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -13.48 | -8.00 | 169% |
| Returns for 3 years | -19.62 | -2.20 | 892% |
| Returns for 5 years | -32.68 | 12.91 | -253% |
| Returns for 10 years | N/A | 9.91 | - |
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