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AHTFX vs SPHIX
AHTFX vs SPHIX Comparison
Open Charts AHTFX vs SPHIX
AHTFX vs SPHIX Comparison Chart in %
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AHTFX vs. SPHIX commentary
Aug 27, 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 AHTFX is a Hold and SPHIX is a Hold.
FUNDAMENTALS
Fundamentals
AHTFX has more cash in the bank: 28.8B vs. SPHIX (3B). SPHIX (6.52) and AHTFX (6.36) have matching dividends . AHTFX was incepted earlier than SPHIX: AHTFX (25 years) vs SPHIX (36 years). AHTFX (0.76) is less costly to investors than SPHIX (0.69). SPHIX is a more actively managed with annual turnover of: 78.00 vs. AHTFX (40.00). SPHIX has a lower initial minimum investment than AHTFX: SPHIX (0) vs AHTFX (250). SPHIX annual gain was more profitable for investors over the last year : 7.11 vs. AHTFX (4.54). AHTFX return over 5 years is better than : 25.20 vs. SPHIX (22.60).
| AHTFX | SPHIX | AHTFX / SPHIX | |
| Total Expense Ratio | 0.76 | 0.69 | 110% |
| Annual Report Gross Expense Ratio | 0.76 | 0.69 | 110% |
| Fund Existence | 25 years | 36 years | - |
| Gain YTD | 1.744 | 3.369 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.8B | 3B | 959% |
| Annual Yield % from dividends | 6.36 | 6.52 | 97% |
| Returns for 1 year | 4.54 | 7.11 | 64% |
| Returns for 3 years | 29.34 | 32.63 | 90% |
| Returns for 5 years | 25.20 | 22.60 | 111% |
| Returns for 10 years | 72.00 | 61.46 | 117% |
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