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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
Jun 16, 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 (1.76B) and LFMIX (1.7B) have equal amount of cash in the bank . AHLAX pays higher dividends than LFMIX: AHLAX (7.08) vs LFMIX (2.86). 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 : 26.27 vs. LFMIX (13.33). LFMIX return over 5 years is better than : 9.46 vs. AHLAX (4.90).
| 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 | 11.016 | 8.869 | 124% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.7B | 104% |
| Annual Yield % from dividends | 7.08 | 2.86 | 248% |
| Returns for 1 year | 26.27 | 13.33 | 197% |
| Returns for 3 years | 11.32 | 15.02 | 75% |
| Returns for 5 years | 4.90 | 9.46 | 52% |
| Returns for 10 years | 22.30 | 16.86 | 132% |
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