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AHSAX vs FBTAX
AHSAX vs FBTAX Comparison Chart in %
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AHSAX vs. FBTAX commentary
Aug 19, 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 Buy and FBTAX is a Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. AHSAX (64.8M). FBTAX pays higher dividends than AHSAX: FBTAX (2.74) vs AHSAX (0.00). AHSAX was incepted earlier than FBTAX: AHSAX (23 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 (73.00). 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 : -3.79 vs. AHSAX (-12.68). FBTAX return over 5 years is better than : 1.58 vs. AHSAX (-38.76).
| AHSAX | FBTAX | AHSAX / FBTAX | |
| Total Expense Ratio | 1.18 | 0.96 | 123% |
| Annual Report Gross Expense Ratio | 1.18 | 0.96 | 123% |
| Fund Existence | 23 years | 25 years | - |
| Gain YTD | -7.874 | 10.364 | -76% |
| Front Load | 5% | 6% | 91% |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.8M | 1.4B | 5% |
| Annual Yield % from dividends | 0.00 | 2.74 | - |
| Returns for 1 year | -12.68 | -3.79 | 334% |
| Returns for 3 years | -11.47 | 22.33 | -51% |
| Returns for 5 years | -38.76 | 1.58 | -2,454% |
| Returns for 10 years | -25.60 | 4.97 | -515% |
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