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AHLPX vs AMFNX
AHLPX vs AMFNX Comparison Chart
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AHLPX vs. AMFNX 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 AMFNX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.56B vs. AMFNX (1.45B). AMFNX pays higher dividends than AHLPX: AMFNX (1.67) vs AHLPX (0.31). AHLPX was incepted earlier than AMFNX: AHLPX (11 years) vs AMFNX (8 years). AHLPX (1.86) is less costly to investors than AMFNX (1.33). AHLPX has a lower initial minimum investment than AMFNX: AHLPX (2500) vs AMFNX (1000000). AHLPX annual gain was more profitable for investors over the last year : -19.06 vs. AMFNX (-26.96). AHLPX return over 5 years is better than : -8.98 vs. AMFNX (-11.31).
| AHLPX | AMFNX | AHLPX / AMFNX | |
| Total Expense Ratio | 1.86 | 1.33 | 140% |
| Annual Report Gross Expense Ratio | 1.86 | 1.33 | 140% |
| Fund Existence | 11 years | 8 years | - |
| Gain YTD | -11.765 | -16.133 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 1.45B | 176% |
| Annual Yield % from dividends | 0.31 | 1.67 | 19% |
| Returns for 1 year | -19.06 | -26.96 | 71% |
| Returns for 3 years | -21.65 | -37.78 | 57% |
| Returns for 5 years | -8.98 | -11.31 | 79% |
| Returns for 10 years | -10.22 | N/A | - |
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