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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart
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AHLPX vs. AHLYX commentary
Jun 15, 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 (2.12B) and AHLYX (2.12B) have equal amount of cash in the bank . AHLYX pays higher dividends than AHLPX: AHLYX (0.52) vs AHLPX (0.34). 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 (-14.36) and AHLPX (-14.62) have marching annual gain over last year. AHLYX return over 5 years is better than : -2.91 vs. AHLPX (-4.53).
| 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 | -11.156 | -11.000 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 2.12B | 100% |
| Annual Yield % from dividends | 0.34 | 0.52 | 65% |
| Returns for 1 year | -14.62 | -14.36 | 102% |
| Returns for 3 years | -23.41 | -22.67 | 103% |
| Returns for 5 years | -4.53 | -2.91 | 156% |
| Returns for 10 years | -6.80 | -3.80 | 179% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| RIGS | 22.98 | 0.01 | +0.05% |
| RiverFront Strategic Income ETF | |||
| EFAV | 84.82 | -0.68 | -0.80% |
| iShares MSCI EAFE Min Vol Factor ETF | |||
| JCE | 14.81 | -0.15 | -1.00% |
| Nuveen Core Equity Alpha Fund | |||
| CRF | 7.61 | -0.09 | -1.17% |
| Cornerstone Total Return Fund | |||
| ERY | 21.54 | -0.79 | -3.54% |
| Direxion Daily Energy Bear 2X ETF | |||