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AHLPX vs EVOCX
AHLPX vs EVOCX Comparison Chart
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AHLPX vs. EVOCX 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 EVOCX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.56B vs. EVOCX (31.2M). EVOCX pays higher dividends than AHLPX: EVOCX (9.21) vs AHLPX (0.31). AHLPX was incepted earlier than EVOCX: AHLPX (11 years) vs EVOCX (13 years). EVOCX (3.17) is less costly to investors than AHLPX (1.86). AHLPX (2500) and EVOCX (2500) have matching initial minimum investment requirements. EVOCX annual gain was more profitable for investors over the last year : -16.09 vs. AHLPX (-18.53). EVOCX return over 5 years is better than : 19.33 vs. AHLPX (-8.55).
| AHLPX | EVOCX | AHLPX / EVOCX | |
| Total Expense Ratio | 1.86 | 2.66 | 70% |
| Annual Report Gross Expense Ratio | 1.86 | 3.17 | 59% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -11.765 | -8.098 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 31.2M | 8,218% |
| Annual Yield % from dividends | 0.31 | 9.21 | 3% |
| Returns for 1 year | -18.53 | -16.09 | 115% |
| Returns for 3 years | -21.65 | -8.64 | 251% |
| Returns for 5 years | -8.55 | 19.33 | -44% |
| Returns for 10 years | -10.22 | 4.24 | -241% |
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