Interact to see
Advertisement
Advertisement
AHLIX vs AHLPX
AHLIX vs AHLPX Comparison
Open Charts AHLIX vs AHLPX
AHLIX vs AHLPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLIX vs. AHLPX commentary
Jun 15, 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 (1.76B) and AHLPX (1.76B) have equal amount of cash in the bank . AHLIX (7.43) and AHLPX (7.28) 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 (26.84) and AHLPX (26.17) have marching annual gain over last year. AHLIX return over 5 years is better than : 7.17 vs. AHLPX (4.82).
| 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 | 11.228 | 10.944 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.76B | 100% |
| Annual Yield % from dividends | 7.43 | 7.28 | 102% |
| Returns for 1 year | 26.84 | 26.17 | 103% |
| Returns for 3 years | 12.63 | 11.37 | 111% |
| Returns for 5 years | 7.17 | 4.82 | 149% |
| Returns for 10 years | 27.48 | 22.28 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement