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AHLIX vs AHLPX
AHLIX vs AHLPX Comparison Chart
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AHLIX vs. AHLPX 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 AHLIX is a Hold and AHLPX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX (2.56B) and AHLPX (2.56B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLPX: AHLIX (0.58) vs AHLPX (0.31). AHLIX was incepted earlier than AHLPX: AHLIX (11 years) vs AHLPX (11 years). AHLPX (1.86) is less costly to investors than AHLIX (1.51). AHLPX has a lower initial minimum investment than AHLIX: AHLPX (2500) vs AHLIX (250000). AHLIX (-18.22) and AHLPX (-18.53) have marching annual gain over last year. AHLIX return over 5 years is better than : -6.64 vs. AHLPX (-8.55).
| AHLIX | AHLPX | AHLIX / AHLPX | |
| Total Expense Ratio | 1.51 | 1.86 | 81% |
| Annual Report Gross Expense Ratio | 1.51 | 1.86 | 81% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.630 | -11.765 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 2.56B | 100% |
| Annual Yield % from dividends | 0.58 | 0.31 | 187% |
| Returns for 1 year | -18.22 | -18.53 | 98% |
| Returns for 3 years | -20.61 | -21.65 | 95% |
| Returns for 5 years | -6.64 | -8.55 | 78% |
| Returns for 10 years | -6.46 | -10.22 | 63% |