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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX commentary
Sep 08, 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 JFNIX is a Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.29B vs. AHSZX (65.4M). JFNIX pays higher dividends than AHSZX: JFNIX (0.39) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (10 years) vs JFNIX (16 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 (35.00). JFNIX has a lower initial minimum investment than AHSZX: JFNIX (2500) vs AHSZX (500000). AHSZX annual gain was more profitable for investors over the last year : -9.94 vs. JFNIX (-12.88). JFNIX return over 5 years is better than : 10.19 vs. AHSZX (-34.69).
| AHSZX | JFNIX | AHSZX / JFNIX | |
| Total Expense Ratio | 0.77 | 0.77 | 100% |
| Annual Report Gross Expense Ratio | 0.89 | 0.77 | 116% |
| Fund Existence | 10 years | 16 years | - |
| Gain YTD | -5.454 | 3.852 | -142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 65.4M | 4.29B | 2% |
| Annual Yield % from dividends | 0.00 | 0.39 | - |
| Returns for 1 year | -9.94 | -12.88 | 77% |
| Returns for 3 years | -2.14 | 17.02 | -13% |
| Returns for 5 years | -34.69 | 10.19 | -340% |
| Returns for 10 years | -17.00 | 22.06 | -77% |
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