Interact to see
Advertisement
Advertisement
AHLIX vs AHLYX
AHLIX vs AHLYX Comparison
Open Charts AHLIX vs AHLYX
AHLIX vs AHLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLIX vs. AHLYX 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 AHLYX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX (1.76B) and AHLYX (1.76B) have equal amount of cash in the bank . AHLYX (7.45) and AHLIX (7.43) have matching dividends . AHLIX was incepted earlier than AHLYX: AHLIX (12 years) vs AHLYX (12 years). AHLYX (1.91) is less costly to investors than AHLIX (1.81). AHLYX has a lower initial minimum investment than AHLIX: AHLYX (100000) vs AHLIX (250000). AHLIX (26.84) and AHLYX (26.63) have marching annual gain over last year. AHLIX return over 5 years is better than : 7.17 vs. AHLYX (6.58).
| AHLIX | AHLYX | AHLIX / AHLYX | |
| Total Expense Ratio | 1.56 | 1.67 | 93% |
| Annual Report Gross Expense Ratio | 1.81 | 1.91 | 95% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 11.228 | 11.099 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.76B | 100% |
| Annual Yield % from dividends | 7.43 | 7.45 | 100% |
| Returns for 1 year | 26.84 | 26.63 | 101% |
| Returns for 3 years | 12.63 | 12.22 | 103% |
| Returns for 5 years | 7.17 | 6.58 | 109% |
| Returns for 10 years | 27.48 | 26.29 | 105% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement