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AHLIX vs AHLPX
AHLIX vs AHLPX Comparison
Open Charts AHLIX vs AHLPX
AHLIX vs AHLPX Comparison Chart in %
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AHLIX vs. AHLPX 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 AHLIX is a Hold and AHLPX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX (2.29B) and AHLPX (2.29B) have equal amount of cash in the bank . AHLIX (7.27) and AHLPX (7.13) have matching dividends . AHLIX was incepted earlier than AHLPX: AHLIX (12 years) vs AHLPX (12 years). AHLPX (2.17) is less costly to investors than AHLIX (1.81). AHLPX has a lower initial minimum investment than AHLIX: AHLPX (2500) vs AHLIX (250000). AHLIX (27.44) and AHLPX (26.85) have marching annual gain over last year. AHLIX return over 5 years is better than : 15.57 vs. AHLPX (13.12).
| AHLIX | AHLPX | AHLIX / AHLPX | |
| Total Expense Ratio | 1.56 | 1.93 | 81% |
| Annual Report Gross Expense Ratio | 1.81 | 2.17 | 83% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 17.314 | 16.953 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 2.29B | 100% |
| Annual Yield % from dividends | 7.27 | 7.13 | 102% |
| Returns for 1 year | 27.44 | 26.85 | 102% |
| Returns for 3 years | 21.37 | 20.01 | 107% |
| Returns for 5 years | 15.57 | 13.12 | 119% |
| Returns for 10 years | 41.48 | 35.79 | 116% |
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