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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX commentary
Jan 15, 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 Hold and JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.36B vs. AHSZX (66.8M). JFNIX pays higher dividends than AHSZX: JFNIX (0.45) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (11 years) vs JFNIX (17 years). AHSZX (0.89) is less costly to investors than JFNIX (0.77). AHSZX is a more actively managed with annual turnover of: 233.38 vs. JFNIX (30.00). JFNIX has a lower initial minimum investment than AHSZX: JFNIX (2500) vs AHSZX (500000). JFNIX annual gain was more profitable for investors over the last year : 20.94 vs. AHSZX (13.06). JFNIX return over 5 years is better than : 15.67 vs. AHSZX (-29.48).
| AHSZX | JFNIX | AHSZX / JFNIX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 11 years | 17 years | - |
| Gain YTD | 2.296 | 1.207 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 5.36B | 1% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 13.06 | 20.94 | 62% |
| Returns for 3 years | 11.29 | 22.61 | 50% |
| Returns for 5 years | -29.48 | 15.67 | -188% |
| Returns for 10 years | 47.97 | 86.67 | 55% |
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