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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX 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 JFNIX is a Hold.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 5.39B vs. AHSZX (66.8M). JFNIX pays higher dividends than AHSZX: JFNIX (0.32) vs AHSZX (0.00). AHSZX was incepted earlier than JFNIX: AHSZX (11 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 (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 : 13.11 vs. AHSZX (4.89). JFNIX return over 5 years is better than : 11.26 vs. AHSZX (-33.63).
| 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 | 16 years | - |
| Gain YTD | 9.873 | 18.578 | 53% |
| 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 | 5.39B | 1% |
| Annual Yield % from dividends | 0.00 | 0.32 | - |
| Returns for 1 year | 4.89 | 13.11 | 37% |
| Returns for 3 years | 6.52 | 19.25 | 34% |
| Returns for 5 years | -33.63 | 11.26 | -299% |
| Returns for 10 years | 9.04 | 53.33 | 17% |
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