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AHLPX vs EVOAX
AHLPX vs EVOAX Comparison Chart
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AHLPX vs. EVOAX commentary
Apr 30, 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 EVOAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.57B vs. EVOAX (31.2M). EVOAX pays higher dividends than AHLPX: EVOAX (10.05) vs AHLPX (0.31). AHLPX was incepted earlier than EVOAX: AHLPX (11 years) vs EVOAX (14 years). EVOAX (2.42) is less costly to investors than AHLPX (1.86). AHLPX (2500) and EVOAX (2500) have matching initial minimum investment requirements. EVOAX annual gain was more profitable for investors over the last year : -15.43 vs. AHLPX (-18.53). EVOAX return over 5 years is better than : 24.08 vs. AHLPX (-8.55).
| AHLPX | EVOAX | AHLPX / EVOAX | |
| Total Expense Ratio | 1.86 | 1.91 | 97% |
| Annual Report Gross Expense Ratio | 1.86 | 2.42 | 77% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.765 | -7.775 | 151% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 31.2M | 8,228% |
| Annual Yield % from dividends | 0.31 | 10.05 | 3% |
| Returns for 1 year | -18.53 | -15.43 | 120% |
| Returns for 3 years | -21.65 | -6.50 | 333% |
| Returns for 5 years | -8.55 | 24.08 | -36% |
| Returns for 10 years | -10.22 | 12.43 | -82% |
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