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AHLIX vs AHLPX
AHLIX vs AHLPX Comparison Chart in %
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AHLIX vs. AHLPX commentary
Sep 03, 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 AHLIX is a Hold and AHLPX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX (1.87B) and AHLPX (1.87B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLPX: AHLIX (0.60) vs AHLPX (0.32). AHLIX was incepted earlier than AHLPX: AHLIX (11 years) vs AHLPX (11 years). AHLPX (1.91) is less costly to investors than AHLIX (1.53). AHLPX has a lower initial minimum investment than AHLIX: AHLPX (2500) vs AHLIX (250000). AHLIX annual gain was more profitable for investors over the last year : -7.68 vs. AHLPX (-8.09). AHLIX return over 5 years is better than : -2.67 vs. AHLPX (-4.70).
| AHLIX | AHLPX | AHLIX / AHLPX | |
| Total Expense Ratio | 1.53 | 1.91 | 80% |
| Annual Report Gross Expense Ratio | 1.53 | 1.91 | 80% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -8.549 | -8.824 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.87B | 100% |
| Annual Yield % from dividends | 0.60 | 0.32 | 187% |
| Returns for 1 year | -7.68 | -8.09 | 95% |
| Returns for 3 years | -19.66 | -20.74 | 95% |
| Returns for 5 years | -2.67 | -4.70 | 57% |
| Returns for 10 years | -4.48 | -8.30 | 54% |
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