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AHLIX vs LFMIX
AHLIX vs LFMIX Comparison
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AHLIX vs LFMIX Comparison Chart in %
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AHLIX vs. LFMIX commentary
Sep 13, 2026
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: 2.32B vs. LFMIX (1.75B). AHLIX pays higher dividends than LFMIX: AHLIX (7.27) vs LFMIX (2.89). AHLIX was incepted earlier than LFMIX: AHLIX (12 years) vs LFMIX (15 years). AHLIX (1.81) and LFMIX (1.75) have similar cost to investors . LFMIX has a lower initial minimum investment than AHLIX: LFMIX (100000) vs AHLIX (250000). AHLIX annual gain was more profitable for investors over the last year : 27.44 vs. LFMIX (12.85). AHLIX (15.57) and LFMIX (15.17) have equivalent 5 years return.
| AHLIX | LFMIX | AHLIX / LFMIX | |
| Total Expense Ratio | 1.56 | 1.75 | 89% |
| Annual Report Gross Expense Ratio | 1.81 | 1.75 | 103% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 17.314 | 10.797 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 1.75B | 133% |
| Annual Yield % from dividends | 7.27 | 2.89 | 251% |
| Returns for 1 year | 27.44 | 12.85 | 214% |
| Returns for 3 years | 21.37 | 14.78 | 145% |
| Returns for 5 years | 15.57 | 15.17 | 103% |
| Returns for 10 years | 41.48 | 19.05 | 218% |
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