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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart
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AHLPX vs. AHLYX commentary
May 01, 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 (2.56B) and AHLYX (2.56B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.48) vs AHLPX (0.31). AHLPX was incepted earlier than AHLYX: AHLPX (11 years) vs AHLYX (11 years). AHLPX (1.86) is less costly to investors than AHLYX (1.60). AHLPX has a lower initial minimum investment than AHLYX: AHLPX (2500) vs AHLYX (100000). AHLYX (-18.32) and AHLPX (-18.53) have marching annual gain over last year. AHLYX return over 5 years is better than : -7.05 vs. AHLPX (-8.55).
| AHLPX | AHLYX | AHLPX / AHLYX | |
| Total Expense Ratio | 1.86 | 1.60 | 116% |
| Annual Report Gross Expense Ratio | 1.86 | 1.60 | 116% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.765 | -11.700 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 2.56B | 100% |
| Annual Yield % from dividends | 0.31 | 0.48 | 65% |
| Returns for 1 year | -18.53 | -18.32 | 101% |
| Returns for 3 years | -21.65 | -20.94 | 103% |
| Returns for 5 years | -8.55 | -7.05 | 121% |
| Returns for 10 years | -10.22 | -7.38 | 138% |