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AHLIX vs AMFNX
AHLIX vs AMFNX Comparison Chart in %
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AHLIX vs. AMFNX commentary
Aug 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 AMFNX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 1.98B vs. AMFNX (1.27B). AMFNX pays higher dividends than AHLIX: AMFNX (1.89) vs AHLIX (0.62). AHLIX was incepted earlier than AMFNX: AHLIX (11 years) vs AMFNX (8 years). AHLIX (1.53) is less costly to investors than AMFNX (1.44). AHLIX has a lower initial minimum investment than AMFNX: AHLIX (250000) vs AMFNX (2500000). AHLIX annual gain was more profitable for investors over the last year : -9.72 vs. AMFNX (-16.56). AHLIX return over 5 years is better than : -3.97 vs. AMFNX (-13.52).
| AHLIX | AMFNX | AHLIX / AMFNX | |
| Total Expense Ratio | 1.53 | 1.33 | 115% |
| Annual Report Gross Expense Ratio | 1.53 | 1.44 | 106% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -9.940 | -17.735 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.27B | 156% |
| Annual Yield % from dividends | 0.62 | 1.89 | 33% |
| Returns for 1 year | -9.72 | -16.56 | 59% |
| Returns for 3 years | -17.92 | -39.01 | 46% |
| Returns for 5 years | -3.97 | -13.52 | 29% |
| Returns for 10 years | -4.01 | N/A | - |
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