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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison
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AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX commentary
Aug 03, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.81B vs. AHSZX (75.4M). JFNIX pays higher dividends than AHSZX: JFNIX (0.41) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (11 years) vs JFNIX (17 years). AHSZX (0.82) and JFNIX (0.78) have similar cost to investors . AHSZX is a more actively managed with annual turnover of: 289.28 vs. JFNIX (30.00). JFNIX has a lower initial minimum investment than AHSZX: JFNIX (2500) vs AHSZX (500000). AHSZX annual gain was more profitable for investors over the last year : 53.73 vs. JFNIX (36.28). JFNIX return over 5 years is better than : 22.12 vs. AHSZX (-19.38).
| AHSZX | JFNIX | AHSZX / JFNIX | |
| Total Expense Ratio | 0.76 | 0.78 | 97% |
| Annual Report Gross Expense Ratio | 0.82 | 0.78 | 105% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 21.896 | 9.549 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.4M | 5.81B | 1% |
| Annual Yield % from dividends | 0.00 | 0.41 | - |
| Returns for 1 year | 53.73 | 36.28 | 148% |
| Returns for 3 years | 35.24 | 28.29 | 125% |
| Returns for 5 years | -19.38 | 22.12 | -88% |
| Returns for 10 years | 61.45 | 82.16 | 75% |
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