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AHLPX vs LCSAX
AHLPX vs LCSAX Comparison Chart in %
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AHLPX vs. LCSAX commentary
Jun 20, 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 LCSAX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.05B vs. LCSAX (475M). LCSAX pays higher dividends than AHLPX: LCSAX (1.92) vs AHLPX (0.34). AHLPX was incepted earlier than LCSAX: AHLPX (11 years) vs LCSAX (13 years). LCSAX (2.37) is less costly to investors than AHLPX (1.91). AHLPX (2500) and LCSAX (2500) have matching initial minimum investment requirements. LCSAX annual gain was more profitable for investors over the last year : -6.44 vs. AHLPX (-15.17). LCSAX return over 5 years is better than : 8.88 vs. AHLPX (-4.88).
| AHLPX | LCSAX | AHLPX / LCSAX | |
| Total Expense Ratio | 1.91 | 2.37 | 81% |
| Annual Report Gross Expense Ratio | 1.91 | 2.37 | 81% |
| Fund Existence | 11 years | 13 years | - |
| Gain YTD | -11.562 | 3.244 | -356% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.05B | 475M | 432% |
| Annual Yield % from dividends | 0.34 | 1.92 | 18% |
| Returns for 1 year | -15.17 | -6.44 | 235% |
| Returns for 3 years | -22.92 | -6.61 | 347% |
| Returns for 5 years | -4.88 | 8.88 | -55% |
| Returns for 10 years | -6.73 | 56.33 | -12% |
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