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AHLAX vs LFMIX
AHLAX vs LFMIX Comparison Chart
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AHLAX vs. LFMIX 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 LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLAX has more cash in the bank: 2.57B vs. LFMIX (1.58B). LFMIX pays higher dividends than AHLAX: LFMIX (3.14) vs AHLAX (0.17). AHLAX was incepted earlier than LFMIX: AHLAX (11 years) vs LFMIX (14 years). AHLAX (1.89) and LFMIX (1.89) have similar cost to investors . AHLAX has a lower initial minimum investment than LFMIX: AHLAX (2500) vs LFMIX (100000). LFMIX annual gain was more profitable for investors over the last year : -5.23 vs. AHLAX (-18.52). LFMIX return over 5 years is better than : 5.33 vs. AHLAX (-8.47).
| AHLAX | LFMIX | AHLAX / LFMIX | |
| Total Expense Ratio | 1.89 | 1.89 | 100% |
| Annual Report Gross Expense Ratio | 1.89 | 1.89 | 100% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.741 | -1.410 | 833% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 1.58B | 162% |
| Annual Yield % from dividends | 0.17 | 3.14 | 6% |
| Returns for 1 year | -18.52 | -5.23 | 354% |
| Returns for 3 years | -21.71 | -10.03 | 216% |
| Returns for 5 years | -8.47 | 5.33 | -159% |
| Returns for 10 years | -10.07 | 12.30 | -82% |
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