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AHLPX vs AMFAX
AHLPX vs AMFAX Comparison Chart
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AHLPX vs. AMFAX 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 AMFAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.56B vs. AMFAX (1.45B). AMFAX pays higher dividends than AHLPX: AMFAX (1.37) vs AHLPX (0.31). AHLPX was incepted earlier than AMFAX: AHLPX (11 years) vs AMFAX (15 years). AHLPX (1.86) is less costly to investors than AMFAX (1.70). AHLPX (2500) and AMFAX (2500) have matching initial minimum investment requirements. AHLPX annual gain was more profitable for investors over the last year : -19.06 vs. AMFAX (-27.21). AHLPX return over 5 years is better than : -8.98 vs. AMFAX (-13.10).
| AHLPX | AMFAX | AHLPX / AMFAX | |
| Total Expense Ratio | 1.86 | 1.70 | 109% |
| Annual Report Gross Expense Ratio | 1.86 | 1.70 | 109% |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | -11.765 | -16.163 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.45B | 176% |
| Annual Yield % from dividends | 0.31 | 1.37 | 23% |
| Returns for 1 year | -19.06 | -27.21 | 70% |
| Returns for 3 years | -21.65 | -38.59 | 56% |
| Returns for 5 years | -8.98 | -13.10 | 69% |
| Returns for 10 years | -10.22 | -21.10 | 48% |
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