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AHLIX vs LFMIX
AHLIX vs LFMIX Comparison Chart in %
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AHLIX vs. LFMIX commentary
Sep 10, 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: 1.89B vs. LFMIX (1.53B). LFMIX pays higher dividends than AHLIX: LFMIX (3.16) vs AHLIX (0.60). AHLIX was incepted earlier than LFMIX: AHLIX (11 years) vs LFMIX (14 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 : 0.95 vs. AHLIX (-5.80). LFMIX return over 5 years is better than : 4.70 vs. AHLIX (-0.35).
| 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 | 14 years | - |
| Gain YTD | -7.157 | 0.128 | -5,583% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.53B | 124% |
| Annual Yield % from dividends | 0.60 | 3.16 | 19% |
| Returns for 1 year | -5.80 | 0.95 | -611% |
| Returns for 3 years | -18.04 | -10.73 | 168% |
| Returns for 5 years | -0.35 | 4.70 | -8% |
| Returns for 10 years | -1.64 | 14.71 | -11% |
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