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AHLAX vs AMFAX
AHLAX vs AMFAX Comparison Chart
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AHLAX vs. AMFAX commentary
Jun 02, 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: 2.11B vs. AMFAX (1.38B). AMFAX pays higher dividends than AHLAX: AMFAX (1.55) vs AHLAX (0.19). 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 : -18.74 vs. AMFAX (-28.09). AHLAX return over 5 years is better than : -7.93 vs. AMFAX (-11.74).
| 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 | -12.551 | -17.674 | 71% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 1.38B | 153% |
| Annual Yield % from dividends | 0.19 | 1.55 | 12% |
| Returns for 1 year | -18.74 | -28.09 | 67% |
| Returns for 3 years | -21.89 | -39.03 | 56% |
| Returns for 5 years | -7.93 | -11.74 | 68% |
| Returns for 10 years | -9.05 | -19.02 | 48% |
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