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AHSAX vs JFNIX
AHSAX vs JFNIX Comparison Chart in %
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AHSAX vs. JFNIX 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 JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. AHSAX (67.4M). JFNIX pays higher dividends than AHSAX: JFNIX (0.32) vs AHSAX (0.00). AHSAX was incepted earlier than JFNIX: AHSAX (24 years) vs JFNIX (16 years). AHSAX (1.18) is less costly to investors than JFNIX (0.77). AHSAX is a more actively managed with annual turnover of: 233.38 vs. JFNIX (30.00). AHSAX has a lower initial minimum investment than JFNIX: AHSAX (1000) vs JFNIX (2500). JFNIX annual gain was more profitable for investors over the last year : 19.33 vs. AHSAX (10.94). JFNIX return over 5 years is better than : 17.83 vs. AHSAX (-28.97).
| AHSAX | JFNIX | AHSAX / JFNIX | |
| Total Expense Ratio | 1.18 | 0.77 | 153% |
| Annual Report Gross Expense Ratio | 1.18 | 0.77 | 153% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 12.174 | 21.015 | 58% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 67.4M | 5.39B | 1% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | 10.94 | 19.33 | 57% |
| Returns for 3 years | 8.96 | 23.49 | 38% |
| Returns for 5 years | -28.97 | 17.83 | -162% |
| Returns for 10 years | 20.69 | 62.97 | 33% |