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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart in %
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AHLPX vs. AHLYX commentary
Oct 20, 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 (1.93B) and AHLYX (1.93B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.47) vs AHLPX (0.31). 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 : 0.05 vs. AHLPX (-0.22). AHLYX return over 5 years is better than : 6.82 vs. AHLPX (4.97).
| 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 | -2.028 | -1.800 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.93B | 100% |
| Annual Yield % from dividends | 0.31 | 0.47 | 65% |
| Returns for 1 year | -0.22 | 0.05 | -486% |
| Returns for 3 years | -19.80 | -19.05 | 104% |
| Returns for 5 years | 4.97 | 6.82 | 73% |
| Returns for 10 years | 3.39 | 6.70 | 51% |
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