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AHLIX vs EVOAX
AHLIX vs EVOAX Comparison Chart in %
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AHLIX vs. EVOAX commentary
Jul 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 EVOAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 2.06B vs. EVOAX (28.2M). EVOAX pays higher dividends than AHLIX: EVOAX (10.48) vs AHLIX (0.61). AHLIX was incepted earlier than EVOAX: AHLIX (11 years) vs EVOAX (14 years). EVOAX (2.42) is less costly to investors than AHLIX (1.53). EVOAX has a lower initial minimum investment than AHLIX: EVOAX (2500) vs AHLIX (250000). EVOAX (-14.61) and AHLIX (-15.15) have marching annual gain over last year. EVOAX return over 5 years is better than : 33.46 vs. AHLIX (-1.19).
| AHLIX | EVOAX | AHLIX / EVOAX | |
| Total Expense Ratio | 1.53 | 1.91 | 80% |
| Annual Report Gross Expense Ratio | 1.53 | 2.42 | 63% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -9.742 | -8.041 | 121% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 28.2M | 7,305% |
| Annual Yield % from dividends | 0.61 | 10.48 | 6% |
| Returns for 1 year | -15.15 | -14.61 | 104% |
| Returns for 3 years | -19.59 | -5.13 | 382% |
| Returns for 5 years | -1.19 | 33.46 | -4% |
| Returns for 10 years | 0.16 | 17.12 | 1% |
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