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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart in %
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AHLPX vs. AHLYX commentary
Jul 09, 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 (2.07B) and AHLYX (2.07B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.50) 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 (-15.15) and AHLPX (-15.41) have marching annual gain over last year. AHLYX return over 5 years is better than : -1.49 vs. AHLPX (-3.12).
| 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 | -9.838 | -9.700 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 2.07B | 100% |
| Annual Yield % from dividends | 0.33 | 0.50 | 65% |
| Returns for 1 year | -15.41 | -15.15 | 102% |
| Returns for 3 years | -20.62 | -19.83 | 104% |
| Returns for 5 years | -3.12 | -1.49 | 210% |
| Returns for 10 years | -3.70 | -0.64 | 580% |
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