Interact to see
Advertisement
Advertisement
AHSZX vs FBTAX
AHSZX vs FBTAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHSZX vs. FBTAX commentary
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
FBTAX has more cash in the bank: 1.4B vs. AHSZX (64.8M). FBTAX pays higher dividends than AHSZX: FBTAX (2.74) vs AHSZX (0.00). AHSZX was incepted earlier than FBTAX: AHSZX (10 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 (73.00). 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 : -3.79 vs. AHSZX (-12.40). FBTAX return over 5 years is better than : 1.58 vs. AHSZX (-37.37).
| AHSZX | FBTAX | AHSZX / FBTAX | |
| Total Expense Ratio | 0.77 | 0.96 | 80% |
| Annual Report Gross Expense Ratio | 0.89 | 0.96 | 93% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -7.663 | 10.364 | -74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 500000 | 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 | -12.40 | -3.79 | 327% |
| Returns for 3 years | -10.44 | 22.33 | -47% |
| Returns for 5 years | -37.37 | 1.58 | -2,366% |
| Returns for 10 years | -22.52 | 4.97 | -454% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement