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AHLPX vs EVOIX
AHLPX vs EVOIX Comparison Chart
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AHLPX vs. EVOIX 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 EVOIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.57B vs. EVOIX (31.2M). EVOIX pays higher dividends than AHLPX: EVOIX (10.41) vs AHLPX (0.31). AHLPX was incepted earlier than EVOIX: AHLPX (11 years) vs EVOIX (14 years). EVOIX (2.17) is less costly to investors than AHLPX (1.86). AHLPX has a lower initial minimum investment than EVOIX: AHLPX (2500) vs EVOIX (100000). EVOIX annual gain was more profitable for investors over the last year : -15.21 vs. AHLPX (-18.53). EVOIX return over 5 years is better than : 25.63 vs. AHLPX (-8.55).
| AHLPX | EVOIX | AHLPX / EVOIX | |
| Total Expense Ratio | 1.86 | 1.66 | 112% |
| Annual Report Gross Expense Ratio | 1.86 | 2.17 | 86% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.765 | -7.634 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 31.2M | 8,228% |
| Annual Yield % from dividends | 0.31 | 10.41 | 3% |
| Returns for 1 year | -18.53 | -15.21 | 122% |
| Returns for 3 years | -21.65 | -5.71 | 379% |
| Returns for 5 years | -8.55 | 25.63 | -33% |
| Returns for 10 years | -10.22 | 15.32 | -67% |