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AHLIX vs LCSAX
AHLIX vs LCSAX Comparison Chart in %
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AHLIX vs. LCSAX commentary
Jul 11, 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 LCSAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 2.07B vs. LCSAX (471M). LCSAX pays higher dividends than AHLIX: LCSAX (1.88) vs AHLIX (0.61). AHLIX was incepted earlier than LCSAX: AHLIX (11 years) vs LCSAX (14 years). LCSAX (2.37) is less costly to investors than AHLIX (1.53). LCSAX has a lower initial minimum investment than AHLIX: LCSAX (2500) vs AHLIX (250000). LCSAX annual gain was more profitable for investors over the last year : -6.55 vs. AHLIX (-14.97). LCSAX return over 5 years is better than : 10.36 vs. AHLIX (-0.52).
| AHLIX | LCSAX | AHLIX / LCSAX | |
| Total Expense Ratio | 1.53 | 2.37 | 65% |
| Annual Report Gross Expense Ratio | 1.53 | 2.37 | 65% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -9.046 | 3.129 | -289% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 471M | 439% |
| Annual Yield % from dividends | 0.61 | 1.88 | 32% |
| Returns for 1 year | -14.97 | -6.55 | 229% |
| Returns for 3 years | -18.97 | -7.40 | 256% |
| Returns for 5 years | -0.52 | 10.36 | -5% |
| Returns for 10 years | 0.94 | 55.98 | 2% |
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