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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart
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AHSZX vs. JFNIX 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 JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.66B vs. AHSZX (66.8M). 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 (0.89) 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 : -12.86 vs. AHSZX (-17.20). JFNIX return over 5 years is better than : 9.52 vs. AHSZX (-34.52).
| 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 | -12.412 | -5.998 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 4.66B | 1% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -17.20 | -12.86 | 134% |
| Returns for 3 years | -6.10 | 10.45 | -58% |
| Returns for 5 years | -34.52 | 9.52 | -362% |
| Returns for 10 years | N/A | 10.24 | - |
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