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AHLPX vs AMFNX
AHLPX vs AMFNX Comparison Chart in %
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AHLPX vs. AMFNX commentary
Sep 03, 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: 1.87B vs. AMFNX (1.26B). AMFNX pays higher dividends than AHLPX: AMFNX (1.85) vs AHLPX (0.32). 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 : -8.09 vs. AMFNX (-16.82). AHLPX return over 5 years is better than : -4.70 vs. AMFNX (-11.63).
| 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 | -8.824 | -16.018 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 1.26B | 149% |
| Annual Yield % from dividends | 0.32 | 1.85 | 17% |
| Returns for 1 year | -8.09 | -16.82 | 48% |
| Returns for 3 years | -20.74 | -40.82 | 51% |
| Returns for 5 years | -4.70 | -11.63 | 40% |
| Returns for 10 years | -8.30 | N/A | - |
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