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AHLPX vs LFMIX
AHLPX vs LFMIX Comparison Chart in %
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AHLPX vs. LFMIX commentary
Sep 10, 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 LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 1.89B vs. LFMIX (1.53B). LFMIX pays higher dividends than AHLPX: LFMIX (3.16) vs AHLPX (0.32). AHLPX was incepted earlier than LFMIX: AHLPX (11 years) vs LFMIX (14 years). AHLPX (1.91) and LFMIX (1.88) have similar cost to investors . AHLPX has a lower initial minimum investment than LFMIX: AHLPX (2500) vs LFMIX (100000). LFMIX annual gain was more profitable for investors over the last year : 0.95 vs. AHLPX (-5.89). LFMIX return over 5 years is better than : 4.70 vs. AHLPX (-2.38).
| AHLPX | LFMIX | AHLPX / LFMIX | |
| Total Expense Ratio | 1.91 | 1.88 | 102% |
| Annual Report Gross Expense Ratio | 1.91 | 1.88 | 102% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -7.302 | 0.128 | -5,696% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.89B | 1.53B | 123% |
| Annual Yield % from dividends | 0.32 | 3.16 | 10% |
| Returns for 1 year | -5.89 | 0.95 | -620% |
| Returns for 3 years | -19.01 | -10.73 | 177% |
| Returns for 5 years | -2.38 | 4.70 | -51% |
| Returns for 10 years | -5.44 | 14.71 | -37% |
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