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AHLIX vs AHLYX
AHLIX vs AHLYX Comparison Chart in %
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AHLIX vs. AHLYX commentary
Jul 09, 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
AHLYX (2.07B) and AHLIX (2.06B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLYX: AHLIX (0.61) vs AHLYX (0.50). 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). AHLYX (-15.15) and AHLIX (-15.15) have marching annual gain over last year. AHLIX return over 5 years is better than : -1.19 vs. AHLYX (-1.49).
| 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 | -9.742 | -9.700 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 2.07B | 99% |
| Annual Yield % from dividends | 0.61 | 0.50 | 121% |
| Returns for 1 year | -15.15 | -15.15 | 100% |
| Returns for 3 years | -19.59 | -19.83 | 99% |
| Returns for 5 years | -1.19 | -1.49 | 80% |
| Returns for 10 years | 0.16 | -0.64 | -26% |
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