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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
Jun 16, 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 (1.76B) and LFMIX (1.7B) have equal amount of cash in the bank . AHLIX pays higher dividends than LFMIX: AHLIX (7.43) vs LFMIX (2.86). 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 : 26.84 vs. LFMIX (13.33). LFMIX return over 5 years is better than : 9.46 vs. AHLIX (7.17).
| 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 | 11.228 | 8.869 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 100000 | 250% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.7B | 104% |
| Annual Yield % from dividends | 7.43 | 2.86 | 260% |
| Returns for 1 year | 26.84 | 13.33 | 201% |
| Returns for 3 years | 12.63 | 15.02 | 84% |
| Returns for 5 years | 7.17 | 9.46 | 76% |
| Returns for 10 years | 27.48 | 16.86 | 163% |
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