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AHLIX vs EVOIX
AHLIX vs EVOIX Comparison Chart in %
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AHLIX vs. EVOIX commentary
Aug 07, 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: 1.97B vs. EVOIX (27.9M). EVOIX pays higher dividends than AHLIX: EVOIX (10.92) vs AHLIX (0.62). 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). EVOIX annual gain was more profitable for investors over the last year : -8.46 vs. AHLIX (-10.84). EVOIX return over 5 years is better than : 34.09 vs. AHLIX (-5.48).
| 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 | -10.537 | -7.495 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 27.9M | 7,054% |
| Annual Yield % from dividends | 0.62 | 10.92 | 6% |
| Returns for 1 year | -10.84 | -8.46 | 128% |
| Returns for 3 years | -18.46 | -0.14 | 13,574% |
| Returns for 5 years | -5.48 | 34.09 | -16% |
| Returns for 10 years | -4.65 | 14.66 | -32% |
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