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AHLPX vs AHLYX
AHLPX vs AHLYX Comparison
Open Charts AHLPX vs AHLYX
AHLPX vs AHLYX Comparison Chart in %
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AHLPX vs. AHLYX commentary
Sep 13, 2026
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 (2.29B) and AHLYX (2.29B) have equal amount of cash in the bank . AHLYX (7.29) and AHLPX (7.13) have matching dividends . AHLPX was incepted earlier than AHLYX: AHLPX (12 years) vs AHLYX (12 years). AHLPX (2.17) is less costly to investors than AHLYX (1.91). AHLPX has a lower initial minimum investment than AHLYX: AHLPX (2500) vs AHLYX (100000). AHLYX (27.24) and AHLPX (26.85) have marching annual gain over last year. AHLYX return over 5 years is better than : 14.99 vs. AHLPX (13.12).
| AHLPX | AHLYX | AHLPX / AHLYX | |
| Total Expense Ratio | 1.93 | 1.67 | 116% |
| Annual Report Gross Expense Ratio | 2.17 | 1.91 | 114% |
| Fund Existence | 12 years | 12 years | - |
| Gain YTD | 16.953 | 17.230 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 2.29B | 100% |
| Annual Yield % from dividends | 7.13 | 7.29 | 98% |
| Returns for 1 year | 26.85 | 27.24 | 99% |
| Returns for 3 years | 20.01 | 21.00 | 95% |
| Returns for 5 years | 13.12 | 14.99 | 88% |
| Returns for 10 years | 35.79 | 40.25 | 89% |
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