Ad is loading...
AHLAX vs AMFAX
AHLAX vs AMFAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AHLAX vs. AMFAX commentary
May 01, 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: 2.56B vs. AMFAX (1.45B). AMFAX pays higher dividends than AHLAX: AMFAX (1.37) vs AHLAX (0.17). AHLAX was incepted earlier than AMFAX: AHLAX (11 years) vs AMFAX (15 years). AHLAX (1.89) is less costly to investors than AMFAX (1.70). 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 : -19.05 vs. AMFAX (-27.21). AHLAX return over 5 years is better than : -8.89 vs. AMFAX (-13.10).
| AHLAX | AMFAX | AHLAX / AMFAX | |
| Total Expense Ratio | 1.89 | 1.70 | 111% |
| Annual Report Gross Expense Ratio | 1.89 | 1.70 | 111% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -11.741 | -16.163 | 73% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.45B | 176% |
| Annual Yield % from dividends | 0.17 | 1.37 | 13% |
| Returns for 1 year | -19.05 | -27.21 | 70% |
| Returns for 3 years | -21.71 | -38.59 | 56% |
| Returns for 5 years | -8.89 | -13.10 | 68% |
| Returns for 10 years | -10.07 | -21.10 | 48% |