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AHLAX vs LFMCX
AHLAX vs LFMCX Comparison Chart
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AHLAX vs. LFMCX commentary
Apr 30, 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 LFMCX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX has more cash in the bank: 2.57B vs. LFMCX (1.58B). LFMCX pays higher dividends than AHLAX: LFMCX (2.25) vs AHLAX (0.17). AHLAX was incepted earlier than LFMCX: AHLAX (11 years) vs LFMCX (14 years). LFMCX (2.89) is less costly to investors than AHLAX (1.89). AHLAX (2500) and LFMCX (2500) have matching initial minimum investment requirements. LFMCX annual gain was more profitable for investors over the last year : -6.13 vs. AHLAX (-18.52). LFMCX return over 5 years is better than : -0.72 vs. AHLAX (-8.47).
| AHLAX | LFMCX | AHLAX / LFMCX | |
| Total Expense Ratio | 1.89 | 2.89 | 65% |
| Annual Report Gross Expense Ratio | 1.89 | 2.89 | 65% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.741 | -1.671 | 702% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 1.58B | 162% |
| Annual Yield % from dividends | 0.17 | 2.25 | 8% |
| Returns for 1 year | -18.52 | -6.13 | 302% |
| Returns for 3 years | -21.71 | -13.54 | 160% |
| Returns for 5 years | -8.47 | -0.72 | 1,170% |
| Returns for 10 years | -10.07 | 0.04 | -24,288% |
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