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AHLAX vs LFMIX
AHLAX vs LFMIX Comparison
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AHLAX vs LFMIX Comparison Chart in %
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AHLAX vs. LFMIX commentary
Sep 13, 2026
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: 2.32B vs. LFMIX (1.75B). AHLAX pays higher dividends than LFMIX: AHLAX (6.94) vs LFMIX (2.89). AHLAX was incepted earlier than LFMIX: AHLAX (12 years) vs LFMIX (15 years). AHLAX (2.18) is less costly to investors than LFMIX (1.75). AHLAX has a lower initial minimum investment than LFMIX: AHLAX (2500) vs LFMIX (100000). AHLAX annual gain was more profitable for investors over the last year : 27.05 vs. LFMIX (12.85). LFMIX return over 5 years is better than : 15.17 vs. AHLAX (13.18).
| AHLAX | LFMIX | AHLAX / LFMIX | |
| Total Expense Ratio | 1.94 | 1.75 | 111% |
| Annual Report Gross Expense Ratio | 2.18 | 1.75 | 125% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 17.112 | 10.797 | 158% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 1.75B | 133% |
| Annual Yield % from dividends | 6.94 | 2.89 | 240% |
| Returns for 1 year | 27.05 | 12.85 | 211% |
| Returns for 3 years | 20.05 | 14.78 | 136% |
| Returns for 5 years | 13.18 | 15.17 | 87% |
| Returns for 10 years | 35.89 | 19.05 | 188% |