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AHLIX vs EVOIX
AHLIX vs EVOIX Comparison Chart in %
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AHLIX vs. EVOIX commentary
Sep 10, 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 EVOIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 1.89B vs. EVOIX (27.6M). EVOIX pays higher dividends than AHLIX: EVOIX (10.44) vs AHLIX (0.60). AHLIX was incepted earlier than EVOIX: AHLIX (11 years) vs EVOIX (14 years). EVOIX (2.17) is less costly to investors than AHLIX (1.53). EVOIX has a lower initial minimum investment than AHLIX: EVOIX (100000) vs AHLIX (250000). AHLIX (-5.80) and EVOIX (-6.06) have marching annual gain over last year. EVOIX return over 5 years is better than : 43.50 vs. AHLIX (-0.35).
| AHLIX | EVOIX | AHLIX / EVOIX | |
| Total Expense Ratio | 1.53 | 1.66 | 92% |
| Annual Report Gross Expense Ratio | 1.53 | 2.17 | 71% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -7.157 | -3.004 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 27.6M | 6,848% |
| Annual Yield % from dividends | 0.60 | 10.44 | 6% |
| Returns for 1 year | -5.80 | -6.06 | 96% |
| Returns for 3 years | -18.04 | 1.31 | -1,380% |
| Returns for 5 years | -0.35 | 43.50 | -1% |
| Returns for 10 years | -1.64 | 24.67 | -7% |
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