Ad is loading...
AHLCX vs AHLPX
AHLCX vs AHLPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AHLCX vs. AHLPX commentary
May 01, 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 AHLCX is a Hold and AHLPX is a Hold.
FUNDAMENTALS
Fundamentals
AHLCX (2.56B) and AHLPX (2.56B) have equal amount of cash in the bank . AHLPX pays higher dividends than AHLCX: AHLPX (0.31) vs AHLCX (0.00). AHLCX was incepted earlier than AHLPX: AHLCX (11 years) vs AHLPX (11 years). AHLCX (2.55) is less costly to investors than AHLPX (1.86). AHLCX has a lower initial minimum investment than AHLPX: AHLCX (1000) vs AHLPX (2500). AHLPX (-18.53) and AHLCX (-19.10) have marching annual gain over last year. AHLPX return over 5 years is better than : -8.55 vs. AHLCX (-12.17).
| AHLCX | AHLPX | AHLCX / AHLPX | |
| Total Expense Ratio | 2.55 | 1.86 | 137% |
| Annual Report Gross Expense Ratio | 2.55 | 1.86 | 137% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.983 | -11.765 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 2.56B | 100% |
| Annual Yield % from dividends | 0.00 | 0.31 | - |
| Returns for 1 year | -19.10 | -18.53 | 103% |
| Returns for 3 years | -23.65 | -21.65 | 109% |
| Returns for 5 years | -12.17 | -8.55 | 142% |
| Returns for 10 years | -16.90 | -10.22 | 165% |