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AHLCX vs AHLYX
AHLCX vs AHLYX Comparison Chart
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AHLCX vs. AHLYX commentary
May 24, 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 (2.27B) and AHLYX (2.27B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLCX: AHLYX (0.51) vs AHLCX (0.00). AHLCX was incepted earlier than AHLYX: AHLCX (11 years) vs AHLYX (11 years). AHLCX (2.59) is less costly to investors than AHLYX (1.63). AHLCX has a lower initial minimum investment than AHLYX: AHLCX (1000) vs AHLYX (100000). AHLYX (-19.67) and AHLCX (-20.43) have marching annual gain over last year. AHLYX return over 5 years is better than : -8.08 vs. AHLCX (-13.11).
| AHLCX | AHLYX | AHLCX / AHLYX | |
| Total Expense Ratio | 2.59 | 1.63 | 159% |
| Annual Report Gross Expense Ratio | 2.59 | 1.63 | 159% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -13.256 | -13.000 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.27B | 2.27B | 100% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | -20.43 | -19.67 | 104% |
| Returns for 3 years | -24.75 | -22.10 | 112% |
| Returns for 5 years | -13.11 | -8.08 | 162% |
| Returns for 10 years | -17.67 | -8.32 | 212% |
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