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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
Jun 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: 5.28B vs. AHSZX (60.6M). JFNIX pays higher dividends than AHSZX: JFNIX (0.45) 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 : 25.04 vs. JFNIX (20.51). JFNIX return over 5 years is better than : 13.17 vs. AHSZX (-25.22).
| 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 | 0.850 | -3.586 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.6M | 5.28B | 1% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 25.04 | 20.51 | 122% |
| Returns for 3 years | 12.90 | 14.38 | 90% |
| Returns for 5 years | -25.22 | 13.17 | -191% |
| Returns for 10 years | 41.45 | 67.83 | 61% |
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