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AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
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AHSZX vs. FBTAX commentary
Dec 14, 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 AHSZX is a Buy and FBTAX is a Hold.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.93B vs. AHSZX (66.8M). FBTAX pays higher dividends than AHSZX: FBTAX (1.95) 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: 233.38 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 : 30.33 vs. AHSZX (4.89). FBTAX return over 5 years is better than : 14.74 vs. AHSZX (-33.63).
| 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 | 9.873 | 43.403 | 23% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 1.93B | 3% |
| Annual Yield % from dividends | 0.00 | 1.95 | - |
| Returns for 1 year | 4.89 | 30.33 | 16% |
| Returns for 3 years | 6.52 | 63.23 | 10% |
| Returns for 5 years | -33.63 | 14.74 | -228% |
| Returns for 10 years | 9.04 | 66.19 | 14% |
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