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AHLIX vs LFMCX
AHLIX vs LFMCX Comparison Chart in %
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AHLIX vs. LFMCX commentary
Oct 19, 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 LFMCX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 1.93B vs. LFMCX (1.55B). LFMCX pays higher dividends than AHLIX: LFMCX (2.23) vs AHLIX (0.57). AHLIX was incepted earlier than LFMCX: AHLIX (11 years) vs LFMCX (15 years). LFMCX (2.88) is less costly to investors than AHLIX (1.53). LFMCX has a lower initial minimum investment than AHLIX: LFMCX (2500) vs AHLIX (250000). LFMCX annual gain was more profitable for investors over the last year : 3.52 vs. AHLIX (0.14). AHLIX return over 5 years is better than : 7.22 vs. LFMCX (2.22).
| AHLIX | LFMCX | AHLIX / LFMCX | |
| Total Expense Ratio | 1.53 | 2.88 | 53% |
| Annual Report Gross Expense Ratio | 1.53 | 2.88 | 53% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -1.690 | 2.228 | -76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.55B | 124% |
| Annual Yield % from dividends | 0.57 | 2.23 | 26% |
| Returns for 1 year | 0.14 | 3.52 | 4% |
| Returns for 3 years | -18.72 | -15.72 | 119% |
| Returns for 5 years | 7.22 | 2.22 | 325% |
| Returns for 10 years | 7.70 | 7.04 | 109% |