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AAHYX vs SWLRX
AAHYX vs SWLRX Comparison
Open Charts AAHYX vs SWLRX
Thrivent Conservative Allocation A
Price$7.04
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets957.04M
Schwab® Monthly Income Income Payout
Price$9.33
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets58.26M
AAHYX vs SWLRX Comparison Chart
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AAHYX vs. SWLRX commentary
Apr 30, 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 AAHYX is a Hold and SWLRX is a Buy.
FUNDAMENTALS
Fundamentals
AAHYX has more cash in the bank: 957M vs. SWLRX (58.3M). SWLRX pays higher dividends than AAHYX: SWLRX (4.84) vs AAHYX (3.88). AAHYX was incepted earlier than SWLRX: AAHYX (28 years) vs SWLRX (17 years). AAHYX (0.95) is less costly to investors than SWLRX (0.30). AAHYX is a more actively managed with annual turnover of: 80.00 vs. SWLRX (8.00). SWLRX has a lower initial minimum investment than AAHYX: SWLRX (0) vs AAHYX (2000). SWLRX annual gain was more profitable for investors over the last year : 7.88 vs. AAHYX (7.14). AAHYX return over 5 years is better than : 20.76 vs. SWLRX (6.42).
| AAHYX | SWLRX | AAHYX / SWLRX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 0.95 | 0.30 | 317% |
| Fund Existence | 28 years | 17 years | - |
| Gain YTD | 0.502 | 2.607 | 19% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 58.3M | 1,642% |
| Annual Yield % from dividends | 3.88 | 4.84 | 80% |
| Returns for 1 year | 7.14 | 7.88 | 91% |
| Returns for 3 years | 12.11 | 8.97 | 135% |
| Returns for 5 years | 20.76 | 6.42 | 323% |
| Returns for 10 years | 31.02 | 16.87 | 184% |
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