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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart in %
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AHLPX vs. AHLYX commentary
Sep 03, 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 (1.87B) and AHLYX (1.87B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.50) vs AHLPX (0.32). 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 (-7.72) and AHLPX (-8.09) have marching annual gain over last year. AHLYX return over 5 years is better than : -3.07 vs. AHLPX (-4.70).
| 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 | -8.824 | -8.600 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.87B | 100% |
| Annual Yield % from dividends | 0.32 | 0.50 | 65% |
| Returns for 1 year | -8.09 | -7.72 | 105% |
| Returns for 3 years | -20.74 | -19.92 | 104% |
| Returns for 5 years | -4.70 | -3.07 | 153% |
| Returns for 10 years | -8.30 | -5.32 | 156% |
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