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AHLIX vs AHLYX
AHLIX vs AHLYX Comparison Chart in %
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AHLIX vs. AHLYX commentary
Oct 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 AHLIX is a Hold and AHLYX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX (1.93B) and AHLYX (1.93B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLYX: AHLIX (0.57) vs AHLYX (0.47). AHLIX was incepted earlier than AHLYX: AHLIX (11 years) vs AHLYX (11 years). AHLYX (1.63) is less costly to investors than AHLIX (1.53). AHLYX has a lower initial minimum investment than AHLIX: AHLYX (100000) vs AHLIX (250000). AHLIX annual gain was more profitable for investors over the last year : 0.14 vs. AHLYX (0.05). AHLIX return over 5 years is better than : 7.22 vs. AHLYX (6.82).
| AHLIX | AHLYX | AHLIX / AHLYX | |
| Total Expense Ratio | 1.53 | 1.63 | 94% |
| Annual Report Gross Expense Ratio | 1.53 | 1.63 | 94% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -1.690 | -1.800 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.93B | 100% |
| Annual Yield % from dividends | 0.57 | 0.47 | 121% |
| Returns for 1 year | 0.14 | 0.05 | 313% |
| Returns for 3 years | -18.72 | -19.05 | 98% |
| Returns for 5 years | 7.22 | 6.82 | 106% |
| Returns for 10 years | 7.70 | 6.70 | 115% |