Interact to see
Advertisement
Advertisement
AHLAX vs AMFAX
AHLAX vs AMFAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLAX vs. AMFAX commentary
Jul 23, 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 AMFAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX has more cash in the bank: 2.08B vs. AMFAX (1.3B). AMFAX pays higher dividends than AHLAX: AMFAX (1.55) vs AHLAX (0.18). AHLAX was incepted earlier than AMFAX: AHLAX (11 years) vs AMFAX (15 years). AHLAX (1.92) is less costly to investors than AMFAX (1.82). AHLAX (6%) and AMFAX (6%) have equivalent initial investment costs. AHLAX (2500) and AMFAX (2500) have matching initial minimum investment requirements. AHLAX annual gain was more profitable for investors over the last year : -12.26 vs. AMFAX (-23.25). AHLAX return over 5 years is better than : -2.93 vs. AMFAX (-12.62).
| AHLAX | AMFAX | AHLAX / AMFAX | |
| Total Expense Ratio | 1.92 | 1.70 | 113% |
| Annual Report Gross Expense Ratio | 1.92 | 1.82 | 105% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -8.502 | -16.628 | 51% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.08B | 1.3B | 161% |
| Annual Yield % from dividends | 0.18 | 1.55 | 12% |
| Returns for 1 year | -12.26 | -23.25 | 53% |
| Returns for 3 years | -18.77 | -40.72 | 46% |
| Returns for 5 years | -2.93 | -12.62 | 23% |
| Returns for 10 years | -4.51 | -16.26 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement