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AHLPX vs EVOIX
AHLPX vs EVOIX Comparison Chart in %
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AHLPX vs. EVOIX commentary
Aug 07, 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: 1.97B vs. EVOIX (27.9M). EVOIX pays higher dividends than AHLPX: EVOIX (10.92) vs AHLPX (0.33). AHLPX was incepted earlier than EVOIX: AHLPX (11 years) vs EVOIX (14 years). EVOIX (2.17) is less costly to investors than AHLPX (1.91). 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 : -8.46 vs. AHLPX (-11.21). EVOIX return over 5 years is better than : 34.09 vs. AHLPX (-7.50).
| AHLPX | EVOIX | AHLPX / EVOIX | |
| Total Expense Ratio | 1.91 | 1.66 | 115% |
| Annual Report Gross Expense Ratio | 1.91 | 2.17 | 88% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -10.751 | -7.495 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 27.9M | 7,054% |
| Annual Yield % from dividends | 0.33 | 10.92 | 3% |
| Returns for 1 year | -11.21 | -8.46 | 133% |
| Returns for 3 years | -19.51 | -0.14 | 14,345% |
| Returns for 5 years | -7.50 | 34.09 | -22% |
| Returns for 10 years | -8.44 | 14.66 | -58% |
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