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AHLIX vs LCSAX
AHLIX vs LCSAX Comparison Chart in %
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AHLIX vs. LCSAX commentary
Jun 20, 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: 2.05B vs. LCSAX (475M). LCSAX pays higher dividends than AHLIX: LCSAX (1.92) vs AHLIX (0.63). AHLIX was incepted earlier than LCSAX: AHLIX (11 years) vs LCSAX (13 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 : -6.44 vs. AHLIX (-14.74). LCSAX return over 5 years is better than : 8.88 vs. AHLIX (-2.84).
| 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 | 13 years | - |
| Gain YTD | -11.332 | 3.244 | -349% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 475M | 432% |
| Annual Yield % from dividends | 0.63 | 1.92 | 33% |
| Returns for 1 year | -14.74 | -6.44 | 229% |
| Returns for 3 years | -21.85 | -6.61 | 330% |
| Returns for 5 years | -2.84 | 8.88 | -32% |
| Returns for 10 years | -2.77 | 56.33 | -5% |
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