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AHLIX vs AMFNX
AHLIX vs AMFNX Comparison Chart in %
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AHLIX vs. AMFNX 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 AMFNX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 1.89B vs. AMFNX (1.26B). AMFNX pays higher dividends than AHLIX: AMFNX (1.85) vs AHLIX (0.60). 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 : -6.40 vs. AMFNX (-16.77). AHLIX return over 5 years is better than : -1.35 vs. AMFNX (-10.95).
| 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 | -7.654 | -15.789 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.26B | 150% |
| Annual Yield % from dividends | 0.60 | 1.85 | 32% |
| Returns for 1 year | -6.40 | -16.77 | 38% |
| Returns for 3 years | -19.54 | -41.30 | 47% |
| Returns for 5 years | -1.35 | -10.95 | 12% |
| Returns for 10 years | -2.57 | N/A | - |
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