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AHLAX vs AHLIX
AHLAX vs AHLIX Comparison
Open Charts AHLAX vs AHLIX
AHLAX vs AHLIX Comparison Chart in %
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AHLAX vs. AHLIX commentary
Jun 15, 2026
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 (1.76B) and AHLIX (1.76B) have equal amount of cash in the bank . AHLIX (7.43) and AHLAX (7.08) have matching dividends . AHLAX was incepted earlier than AHLIX: AHLAX (12 years) vs AHLIX (12 years). AHLAX (2.18) is less costly to investors than AHLIX (1.81). AHLAX has a lower initial minimum investment than AHLIX: AHLAX (2500) vs AHLIX (250000). AHLIX (26.84) and AHLAX (26.27) have marching annual gain over last year. AHLIX return over 5 years is better than : 7.17 vs. AHLAX (4.90).
| AHLAX | AHLIX | AHLAX / AHLIX | |
| Total Expense Ratio | 1.94 | 1.56 | 124% |
| Annual Report Gross Expense Ratio | 2.18 | 1.81 | 120% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.016 | 11.228 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.76B | 100% |
| Annual Yield % from dividends | 7.08 | 7.43 | 95% |
| Returns for 1 year | 26.27 | 26.84 | 98% |
| Returns for 3 years | 11.32 | 12.63 | 90% |
| Returns for 5 years | 4.90 | 7.17 | 68% |
| Returns for 10 years | 22.30 | 27.48 | 81% |
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