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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 24, 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 (88.5M). JFNIX pays higher dividends than AHSZX: JFNIX (0.42) 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 : 57.61 vs. JFNIX (34.66). JFNIX return over 5 years is better than : 26.14 vs. AHSZX (-12.41).
| 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 | 32.015 | 14.145 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 88.5M | 5.81B | 2% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 57.61 | 34.66 | 166% |
| Returns for 3 years | 53.48 | 35.88 | 149% |
| Returns for 5 years | -12.41 | 26.14 | -47% |
| Returns for 10 years | 76.74 | 90.06 | 85% |
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