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AHLAX vs AHLIX
AHLAX vs AHLIX Comparison Chart in %
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AHLAX vs. AHLIX commentary
Aug 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 AHLAX is a Hold and AHLIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX (1.98B) and AHLIX (1.98B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLAX: AHLIX (0.62) vs AHLAX (0.18). AHLAX was incepted earlier than AHLIX: AHLAX (11 years) vs AHLIX (11 years). AHLAX (1.92) is less costly to investors than AHLIX (1.53). AHLAX has a lower initial minimum investment than AHLIX: AHLAX (2500) vs AHLIX (250000). AHLIX (-8.98) and AHLAX (-9.43) have marching annual gain over last year. AHLIX return over 5 years is better than : -3.86 vs. AHLAX (-5.82).
| AHLAX | AHLIX | AHLAX / AHLIX | |
| Total Expense Ratio | 1.92 | 1.53 | 125% |
| Annual Report Gross Expense Ratio | 1.92 | 1.53 | 125% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -10.121 | -9.841 | 103% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.98B | 100% |
| Annual Yield % from dividends | 0.18 | 0.62 | 30% |
| Returns for 1 year | -9.43 | -8.98 | 105% |
| Returns for 3 years | -18.60 | -17.40 | 107% |
| Returns for 5 years | -5.82 | -3.86 | 151% |
| Returns for 10 years | -6.88 | -3.12 | 221% |