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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart
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AHSZX vs. JFNIX commentary
Jun 03, 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: 4.66B vs. AHSZX (66.4M). JFNIX pays higher dividends than AHSZX: JFNIX (0.42) 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 : -12.69 vs. AHSZX (-15.74). JFNIX return over 5 years is better than : 6.19 vs. AHSZX (-35.63).
| 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 | -11.425 | -5.028 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.4M | 4.66B | 1% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | -15.74 | -12.69 | 124% |
| Returns for 3 years | -6.59 | 7.93 | -83% |
| Returns for 5 years | -35.63 | 6.19 | -575% |
| Returns for 10 years | -24.76 | 9.15 | -271% |
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