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AHLAX vs LFMIX
AHLAX vs LFMIX Comparison Chart in %
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AHLAX vs. LFMIX commentary
Sep 10, 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: 1.89B vs. LFMIX (1.53B). LFMIX pays higher dividends than AHLAX: LFMIX (3.16) vs AHLAX (0.18). AHLAX was incepted earlier than LFMIX: AHLAX (11 years) vs LFMIX (14 years). AHLAX (1.92) and LFMIX (1.88) 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 : 0.95 vs. AHLAX (-5.90). LFMIX return over 5 years is better than : 4.70 vs. AHLAX (-2.30).
| AHLAX | LFMIX | AHLAX / LFMIX | |
| Total Expense Ratio | 1.92 | 1.88 | 102% |
| Annual Report Gross Expense Ratio | 1.92 | 1.88 | 102% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -7.287 | 0.128 | -5,684% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.53B | 123% |
| Annual Yield % from dividends | 0.18 | 3.16 | 6% |
| Returns for 1 year | -5.90 | 0.95 | -621% |
| Returns for 3 years | -19.00 | -10.73 | 177% |
| Returns for 5 years | -2.30 | 4.70 | -49% |
| Returns for 10 years | -5.26 | 14.71 | -36% |
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