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AHLPX vs AMFNX
AHLPX vs AMFNX Comparison
Open Charts AHLPX vs AMFNX
AHLPX vs AMFNX Comparison Chart in %
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AHLPX vs. AMFNX commentary
Jun 15, 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 AMFNX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 1.76B vs. AMFNX (925M). AHLPX pays higher dividends than AMFNX: AHLPX (7.28) vs AMFNX (2.37). AHLPX was incepted earlier than AMFNX: AHLPX (12 years) vs AMFNX (9 years). AHLPX (2.17) is less costly to investors than AMFNX (1.43). 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 : 26.17 vs. AMFNX (21.38). AHLPX return over 5 years is better than : 4.82 vs. AMFNX (-8.20).
| AHLPX | AMFNX | AHLPX / AMFNX | |
| Total Expense Ratio | 1.93 | 1.33 | 145% |
| Annual Report Gross Expense Ratio | 2.17 | 1.43 | 152% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 10.944 | 11.429 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 925M | 190% |
| Annual Yield % from dividends | 7.28 | 2.37 | 307% |
| Returns for 1 year | 26.17 | 21.38 | 122% |
| Returns for 3 years | 11.37 | -8.13 | -140% |
| Returns for 5 years | 4.82 | -8.20 | -59% |
| Returns for 10 years | 22.28 | N/A | - |
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