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AHLPX vs AMFNX
AHLPX vs AMFNX Comparison Chart in %
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AHLPX vs. AMFNX commentary
Jun 27, 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 AMFNX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.06B vs. AMFNX (1.3B). AMFNX pays higher dividends than AHLPX: AMFNX (1.89) vs AHLPX (0.34). AHLPX was incepted earlier than AMFNX: AHLPX (11 years) vs AMFNX (8 years). AHLPX (1.91) is less costly to investors than AMFNX (1.44). AHLPX has a lower initial minimum investment than AMFNX: AHLPX (2500) vs AMFNX (2500000). AHLPX annual gain was more profitable for investors over the last year : -14.89 vs. AMFNX (-24.84). AHLPX return over 5 years is better than : -4.00 vs. AMFNX (-9.54).
| AHLPX | AMFNX | AHLPX / AMFNX | |
| Total Expense Ratio | 1.91 | 1.33 | 144% |
| Annual Report Gross Expense Ratio | 1.91 | 1.44 | 133% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -10.142 | -17.849 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.3B | 159% |
| Annual Yield % from dividends | 0.34 | 1.89 | 18% |
| Returns for 1 year | -14.89 | -24.84 | 60% |
| Returns for 3 years | -20.21 | -42.78 | 47% |
| Returns for 5 years | -4.00 | -9.54 | 42% |
| Returns for 10 years | -4.22 | N/A | - |
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