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AAHYX vs SWLRX
AAHYX vs SWLRX Comparison
Open Charts AAHYX vs SWLRX
Thrivent Conservative Allocation A
Price$7.24
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets976.08M
Schwab® Monthly Income Income Payout
Price$9.40
Change+$0.03 (+0.32%)
VolumeN/A
Net Assets61.09M
AAHYX vs SWLRX Comparison Chart in %
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AAHYX vs. SWLRX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AAHYX has more cash in the bank: 976M vs. SWLRX (61.1M). SWLRX pays higher dividends than AAHYX: SWLRX (4.85) vs AAHYX (3.81). AAHYX was incepted earlier than SWLRX: AAHYX (29 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: 50.00 vs. SWLRX (8.00). SWLRX has a lower initial minimum investment than AAHYX: SWLRX (0) vs AAHYX (2000). AAHYX annual gain was more profitable for investors over the last year : 6.73 vs. SWLRX (5.07). AAHYX return over 5 years is better than : 17.38 vs. SWLRX (5.00).
| AAHYX | SWLRX | AAHYX / SWLRX | |
| Total Expense Ratio | 0.95 | 0.16 | 594% |
| Annual Report Gross Expense Ratio | 0.95 | 0.30 | 317% |
| Fund Existence | 29 years | 17 years | - |
| Gain YTD | 4.690 | 4.938 | 95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 61.1M | 1,597% |
| Annual Yield % from dividends | 3.81 | 4.85 | 78% |
| Returns for 1 year | 6.73 | 5.07 | 133% |
| Returns for 3 years | 17.47 | 11.24 | 155% |
| Returns for 5 years | 17.38 | 5.00 | 348% |
| Returns for 10 years | 37.37 | 20.24 | 185% |