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AHLIX vs EVOIX
AHLIX vs EVOIX Comparison Chart
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AHLIX vs. EVOIX commentary
Jun 09, 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: 2.13B vs. EVOIX (29M). EVOIX pays higher dividends than AHLIX: EVOIX (11.10) vs AHLIX (0.63). 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 (-15.14) and AHLIX (-15.89) have marching annual gain over last year. EVOIX return over 5 years is better than : 35.06 vs. AHLIX (-2.87).
| 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 | -11.531 | -9.134 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.13B | 29M | 7,334% |
| Annual Yield % from dividends | 0.63 | 11.10 | 6% |
| Returns for 1 year | -15.89 | -15.14 | 105% |
| Returns for 3 years | -21.25 | -8.92 | 238% |
| Returns for 5 years | -2.87 | 35.06 | -8% |
| Returns for 10 years | -3.43 | 18.82 | -18% |
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