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AHLIX vs LFMIX
AHLIX vs LFMIX Comparison Chart in %
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AHLIX vs. LFMIX 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 LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLIX has more cash in the bank: 1.93B vs. LFMIX (1.55B). LFMIX pays higher dividends than AHLIX: LFMIX (3.10) vs AHLIX (0.57). AHLIX was incepted earlier than LFMIX: AHLIX (11 years) vs LFMIX (15 years). LFMIX (1.88) is less costly to investors than AHLIX (1.53). LFMIX has a lower initial minimum investment than AHLIX: LFMIX (100000) vs AHLIX (250000). LFMIX annual gain was more profitable for investors over the last year : 4.58 vs. AHLIX (0.14). LFMIX return over 5 years is better than : 8.38 vs. AHLIX (7.22).
| AHLIX | LFMIX | AHLIX / LFMIX | |
| Total Expense Ratio | 1.53 | 1.88 | 81% |
| Annual Report Gross Expense Ratio | 1.53 | 1.88 | 81% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -1.690 | 2.949 | -57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.55B | 124% |
| Annual Yield % from dividends | 0.57 | 3.10 | 18% |
| Returns for 1 year | 0.14 | 4.58 | 3% |
| Returns for 3 years | -18.72 | -12.42 | 151% |
| Returns for 5 years | 7.22 | 8.38 | 86% |
| Returns for 10 years | 7.70 | 20.14 | 38% |