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AHLIX vs AMFAX
AHLIX vs AMFAX Comparison Chart
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AHLIX vs. AMFAX commentary
May 01, 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 AMFAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 2.56B vs. AMFAX (1.45B). AMFAX pays higher dividends than AHLIX: AMFAX (1.37) vs AHLIX (0.58). AHLIX was incepted earlier than AMFAX: AHLIX (11 years) vs AMFAX (15 years). AMFAX (1.70) is less costly to investors than AHLIX (1.51). AMFAX has a lower initial minimum investment than AHLIX: AMFAX (2500) vs AHLIX (250000). AHLIX annual gain was more profitable for investors over the last year : -18.74 vs. AMFAX (-27.21). AHLIX return over 5 years is better than : -7.06 vs. AMFAX (-13.10).
| AHLIX | AMFAX | AHLIX / AMFAX | |
| Total Expense Ratio | 1.51 | 1.70 | 89% |
| Annual Report Gross Expense Ratio | 1.51 | 1.70 | 89% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -11.630 | -16.163 | 72% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.45B | 176% |
| Annual Yield % from dividends | 0.58 | 1.37 | 43% |
| Returns for 1 year | -18.74 | -27.21 | 69% |
| Returns for 3 years | -20.61 | -38.59 | 53% |
| Returns for 5 years | -7.06 | -13.10 | 54% |
| Returns for 10 years | -6.46 | -21.10 | 31% |
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