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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX commentary
Nov 20, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. AHSZX (65.2M). JFNIX pays higher dividends than AHSZX: JFNIX (0.35) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (10 years) vs JFNIX (16 years). AHSZX (0.89) is less costly to investors than JFNIX (0.77). 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 : 11.21 vs. AHSZX (3.37). JFNIX return over 5 years is better than : 18.02 vs. AHSZX (-33.92).
| AHSZX | JFNIX | AHSZX / JFNIX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | 5.313 | 20.715 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.2M | 4.95B | 1% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | 3.37 | 11.21 | 30% |
| Returns for 3 years | 8.06 | 27.06 | 30% |
| Returns for 5 years | -33.92 | 18.02 | -188% |
| Returns for 10 years | 1.07 | 52.57 | 2% |
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