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AHSZX vs SHSAX
AHSZX vs SHSAX Comparison Chart
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AHSZX vs. SHSAX commentary
Mar 11, 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 StrongBuy and SHSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
SHSAX has more cash in the bank: 7.38B vs. AHSZX (76.4M). SHSAX pays higher dividends than AHSZX: SHSAX (0.21) vs AHSZX (0.00). AHSZX was incepted earlier than SHSAX: AHSZX (10 years) vs SHSAX (25 years). SHSAX (1.09) is less costly to investors than AHSZX (0.78). AHSZX is a more actively managed with annual turnover of: 233.38 vs. SHSAX (27.00). SHSAX has a lower initial minimum investment than AHSZX: SHSAX (1000) vs AHSZX (500000). SHSAX annual gain was more profitable for investors over the last year : -5.69 vs. AHSZX (-13.37). SHSAX return over 5 years is better than : 6.83 vs. AHSZX (-26.73).
| AHSZX | SHSAX | AHSZX / SHSAX | |
| Total Expense Ratio | 0.75 | 1.09 | 69% |
| Annual Report Gross Expense Ratio | 0.78 | 1.09 | 72% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -7.099 | 6.246 | -114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 500000 | 1000 | 50,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.4M | 7.38B | 1% |
| Annual Yield % from dividends | 0.00 | 0.21 | - |
| Returns for 1 year | -13.37 | -5.69 | 235% |
| Returns for 3 years | -9.48 | 1.02 | -929% |
| Returns for 5 years | -26.73 | 6.83 | -391% |
| Returns for 10 years | N/A | 28.23 | - |
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