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AHLAX vs AHLIX
AHLAX vs AHLIX Comparison Chart in %
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AHLAX vs. AHLIX commentary
Oct 20, 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 (1.93B) and AHLIX (1.93B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLAX: AHLIX (0.57) vs AHLAX (0.17). 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 annual gain was more profitable for investors over the last year : 0.14 vs. AHLAX (-0.35). AHLIX return over 5 years is better than : 7.22 vs. AHLAX (4.93).
| 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 | -2.126 | -1.690 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.93B | 100% |
| Annual Yield % from dividends | 0.17 | 0.57 | 30% |
| Returns for 1 year | -0.35 | 0.14 | -245% |
| Returns for 3 years | -19.96 | -18.72 | 107% |
| Returns for 5 years | 4.93 | 7.22 | 68% |
| Returns for 10 years | 3.46 | 7.70 | 45% |
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