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AHSAX vs FBTAX
AHSAX vs FBTAX Comparison Chart in %
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AHSAX vs. FBTAX commentary
Dec 27, 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 AHSAX is a Hold and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. AHSAX (67.4M). FBTAX pays higher dividends than AHSAX: FBTAX (1.95) vs AHSAX (0.00). AHSAX was incepted earlier than FBTAX: AHSAX (24 years) vs FBTAX (25 years). AHSAX (1.18) is less costly to investors than FBTAX (0.96). AHSAX is a more actively managed with annual turnover of: 233.38 vs. FBTAX (51.00). FBTAX initial investment is less costly to investors than AHSAX (5%) vs AHSAX (5%). FBTAX has a lower initial minimum investment than AHSAX: FBTAX (0) vs AHSAX (1000). FBTAX annual gain was more profitable for investors over the last year : 40.16 vs. AHSAX (10.11). FBTAX return over 5 years is better than : 18.12 vs. AHSAX (-29.06).
| AHSAX | FBTAX | AHSAX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 24 years | 25 years | - |
| Gain YTD | 12.029 | 43.771 | 27% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.4M | 1.93B | 3% |
| Annual Yield % from dividends | 0.00 | 1.95 | - |
| Returns for 1 year | 10.11 | 40.16 | 25% |
| Returns for 3 years | 9.85 | 66.73 | 15% |
| Returns for 5 years | -29.06 | 18.12 | -160% |
| Returns for 10 years | 20.09 | 54.68 | 37% |
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