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AHLAX vs AHLPX
AHLAX vs AHLPX Comparison Chart in %
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AHLAX vs. AHLPX 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 AHLPX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX (1.93B) and AHLPX (1.93B) have equal amount of cash in the bank . AHLPX pays higher dividends than AHLAX: AHLPX (0.31) vs AHLAX (0.17). AHLAX was incepted earlier than AHLPX: AHLAX (11 years) vs AHLPX (11 years). AHLAX (1.92) and AHLPX (1.91) have similar cost to investors . AHLAX (2500) and AHLPX (2500) have matching initial minimum investment requirements. AHLPX annual gain was more profitable for investors over the last year : -0.22 vs. AHLAX (-0.35). AHLPX (4.97) and AHLAX (4.93) have equivalent 5 years return.
| AHLAX | AHLPX | AHLAX / AHLPX | |
| Total Expense Ratio | 1.92 | 1.91 | 101% |
| Annual Report Gross Expense Ratio | 1.92 | 1.91 | 101% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -2.126 | -2.028 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.93B | 100% |
| Annual Yield % from dividends | 0.17 | 0.31 | 55% |
| Returns for 1 year | -0.35 | -0.22 | 158% |
| Returns for 3 years | -19.96 | -19.80 | 101% |
| Returns for 5 years | 4.93 | 4.97 | 99% |
| Returns for 10 years | 3.46 | 3.39 | 102% |
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