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AHLCX vs AHLYX
AHLCX vs AHLYX Comparison
Open Charts AHLCX vs AHLYX
AHLCX vs AHLYX Comparison Chart in %
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AHLCX vs. AHLYX 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 AHLCX is a Hold and AHLYX is a Hold.
FUNDAMENTALS
Fundamentals
AHLCX (2.29B) and AHLYX (2.29B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLCX: AHLYX (7.29) vs AHLCX (6.71). AHLCX was incepted earlier than AHLYX: AHLCX (12 years) vs AHLYX (12 years). AHLCX (2.89) is less costly to investors than AHLYX (1.91). AHLCX has a lower initial minimum investment than AHLYX: AHLCX (1000) vs AHLYX (100000). AHLYX (27.24) and AHLCX (26.10) have marching annual gain over last year. AHLYX return over 5 years is better than : 14.99 vs. AHLCX (8.78).
| AHLCX | AHLYX | AHLCX / AHLYX | |
| Total Expense Ratio | 2.65 | 1.67 | 159% |
| Annual Report Gross Expense Ratio | 2.89 | 1.91 | 151% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 16.404 | 17.230 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 2.29B | 100% |
| Annual Yield % from dividends | 6.71 | 7.29 | 92% |
| Returns for 1 year | 26.10 | 27.24 | 96% |
| Returns for 3 years | 17.58 | 21.00 | 84% |
| Returns for 5 years | 8.78 | 14.99 | 59% |
| Returns for 10 years | 25.59 | 40.25 | 64% |
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