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AHLAX vs AHLIX
AHLAX vs AHLIX Comparison Chart
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AHLAX vs. AHLIX commentary
Jun 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 AHLAX is a Hold and AHLIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX (2.14B) and AHLIX (2.14B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLAX: AHLIX (0.63) vs AHLAX (0.19). 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 (-14.38) and AHLAX (-14.62) have marching annual gain over last year. AHLIX return over 5 years is better than : -2.61 vs. AHLAX (-4.45).
| 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 | -11.134 | -11.034 | 101% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.14B | 2.14B | 100% |
| Annual Yield % from dividends | 0.19 | 0.63 | 30% |
| Returns for 1 year | -14.62 | -14.38 | 102% |
| Returns for 3 years | -23.46 | -22.42 | 105% |
| Returns for 5 years | -4.45 | -2.61 | 171% |
| Returns for 10 years | -6.65 | -2.96 | 224% |
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