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AHLCX vs AHLYX
AHLCX vs AHLYX Comparison Chart
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AHLCX vs. AHLYX 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 AHLYX is a Hold.
FUNDAMENTALS
Fundamentals
AHLCX (2.56B) and AHLYX (2.56B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLCX: AHLYX (0.48) vs AHLCX (0.00). AHLCX was incepted earlier than AHLYX: AHLCX (11 years) vs AHLYX (11 years). AHLCX (2.55) is less costly to investors than AHLYX (1.60). AHLCX has a lower initial minimum investment than AHLYX: AHLCX (1000) vs AHLYX (100000). AHLYX (-18.32) and AHLCX (-19.10) have marching annual gain over last year. AHLYX return over 5 years is better than : -7.05 vs. AHLCX (-12.17).
| AHLCX | AHLYX | AHLCX / AHLYX | |
| Total Expense Ratio | 2.55 | 1.60 | 159% |
| Annual Report Gross Expense Ratio | 2.55 | 1.60 | 159% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.983 | -11.700 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 2.56B | 100% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -19.10 | -18.32 | 104% |
| Returns for 3 years | -23.65 | -20.94 | 113% |
| Returns for 5 years | -12.17 | -7.05 | 173% |
| Returns for 10 years | -16.90 | -7.38 | 229% |