Interact to see
Advertisement
Advertisement
AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLPX vs. AHLYX commentary
Aug 08, 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 AHLPX is a Hold and AHLYX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX (1.98B) and AHLYX (1.98B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.51) vs AHLPX (0.33). AHLPX was incepted earlier than AHLYX: AHLPX (11 years) vs AHLYX (11 years). AHLPX (1.91) is less costly to investors than AHLYX (1.63). AHLPX has a lower initial minimum investment than AHLYX: AHLPX (2500) vs AHLYX (100000). AHLYX annual gain was more profitable for investors over the last year : -9.13 vs. AHLPX (-10.06). AHLYX return over 5 years is better than : -4.18 vs. AHLPX (-5.90).
| AHLPX | AHLYX | AHLPX / AHLYX | |
| Total Expense Ratio | 1.91 | 1.63 | 117% |
| Annual Report Gross Expense Ratio | 1.91 | 1.63 | 117% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -10.142 | -9.900 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.98B | 1.98B | 100% |
| Annual Yield % from dividends | 0.33 | 0.51 | 65% |
| Returns for 1 year | -10.06 | -9.13 | 110% |
| Returns for 3 years | -18.96 | -17.73 | 107% |
| Returns for 5 years | -5.90 | -4.18 | 141% |
| Returns for 10 years | -7.82 | -3.99 | 196% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement