Interact to see
Advertisement
Advertisement
AHLIX vs AHLYX
AHLIX vs AHLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLIX vs. AHLYX commentary
Sep 08, 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 (1.89B) and AHLYX (1.89B) have equal amount of cash in the bank . AHLIX pays higher dividends than AHLYX: AHLIX (0.60) 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). AHLIX (-6.40) and AHLYX (-6.44) have marching annual gain over last year. AHLIX return over 5 years is better than : -1.35 vs. AHLYX (-1.75).
| 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 | -7.654 | -7.700 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.89B | 100% |
| Annual Yield % from dividends | 0.60 | 0.50 | 121% |
| Returns for 1 year | -6.40 | -6.44 | 99% |
| Returns for 3 years | -19.54 | -19.80 | 99% |
| Returns for 5 years | -1.35 | -1.75 | 77% |
| Returns for 10 years | -2.57 | -3.42 | 75% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement