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AHLCX vs LCSAX
AHLCX vs LCSAX Comparison Chart in %
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AHLCX vs. LCSAX commentary
Jun 20, 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 LCSAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLCX has more cash in the bank: 2.05B vs. LCSAX (475M). LCSAX pays higher dividends than AHLCX: LCSAX (1.92) vs AHLCX (0.00). AHLCX was incepted earlier than LCSAX: AHLCX (11 years) vs LCSAX (13 years). AHLCX (2.59) is less costly to investors than LCSAX (2.37). AHLCX has a lower initial minimum investment than LCSAX: AHLCX (1000) vs LCSAX (2500). LCSAX annual gain was more profitable for investors over the last year : -6.44 vs. AHLCX (-15.70). LCSAX return over 5 years is better than : 8.88 vs. AHLCX (-8.53).
| AHLCX | LCSAX | AHLCX / LCSAX | |
| Total Expense Ratio | 2.59 | 2.37 | 109% |
| Annual Report Gross Expense Ratio | 2.59 | 2.37 | 109% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -11.771 | 3.244 | -363% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 475M | 432% |
| Annual Yield % from dividends | 0.00 | 1.92 | - |
| Returns for 1 year | -15.70 | -6.44 | 244% |
| Returns for 3 years | -24.80 | -6.61 | 375% |
| Returns for 5 years | -8.53 | 8.88 | -96% |
| Returns for 10 years | -13.57 | 56.33 | -24% |
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