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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
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AHSZX vs. FBTAX commentary
Feb 04, 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 AHSZX is a StrongBuy and FBTAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.87B vs. AHSZX (65.7M). FBTAX pays higher dividends than AHSZX: FBTAX (1.17) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (11 years) vs FBTAX (25 years). FBTAX (0.96) is less costly to investors than AHSZX (0.89). AHSZX is a more actively managed with annual turnover of: 289.28 vs. FBTAX (51.00). FBTAX has a lower initial minimum investment than AHSZX: FBTAX (0) vs AHSZX (500000). FBTAX annual gain was more profitable for investors over the last year : 42.12 vs. AHSZX (9.94). FBTAX return over 5 years is better than : 12.38 vs. AHSZX (-30.17).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | 0.77 | 0.96 | 80% |
| Annual Report Gross Expense Ratio | 0.89 | 0.96 | 93% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.041 | 2.751 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.7M | 1.87B | 4% |
| Annual Yield % from dividends | 0.00 | 1.17 | - |
| Returns for 1 year | 9.94 | 42.12 | 24% |
| Returns for 3 years | 10.96 | 60.53 | 18% |
| Returns for 5 years | -30.17 | 12.38 | -244% |
| Returns for 10 years | 56.85 | 122.13 | 47% |
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