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AHSZX vs JFNIX
AHSZX vs JFNIX Comparison Chart in %
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AHSZX vs. JFNIX commentary
Nov 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 Buy.
FUNDAMENTALS
Fundamentals
JFNIX has more cash in the bank: 4.95B vs. AHSZX (64.4M). JFNIX pays higher dividends than AHSZX: JFNIX (0.35) 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). JFNIX annual gain was more profitable for investors over the last year : 4.56 vs. AHSZX (-1.03). JFNIX return over 5 years is better than : 16.36 vs. AHSZX (-35.88).
| 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 | 3.667 | 19.862 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500000 | 2500 | 20,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 4.95B | 1% |
| Annual Yield % from dividends | 0.00 | 0.35 | - |
| Returns for 1 year | -1.03 | 4.56 | -23% |
| Returns for 3 years | 5.45 | 26.73 | 20% |
| Returns for 5 years | -35.88 | 16.36 | -219% |
| Returns for 10 years | 2.16 | 55.61 | 4% |
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