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AHLPX vs EVOIX
AHLPX vs EVOIX Comparison Chart in %
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AHLPX vs. EVOIX commentary
Oct 24, 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: 1.7B vs. EVOIX (27.6M). EVOIX pays higher dividends than AHLPX: EVOIX (8.48) 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 (1.91). 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 : 2.66 vs. AHLPX (0.91). EVOIX return over 5 years is better than : 50.08 vs. AHLPX (5.86).
| 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 | -0.913 | 1.540 | -59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.7B | 27.6M | 6,159% |
| Annual Yield % from dividends | 0.31 | 8.48 | 4% |
| Returns for 1 year | 0.91 | 2.66 | 34% |
| Returns for 3 years | -19.27 | 2.63 | -733% |
| Returns for 5 years | 5.86 | 50.08 | 12% |
| Returns for 10 years | 4.00 | 29.12 | 14% |
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