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AHLPX vs LFMIX
AHLPX vs LFMIX Comparison Chart
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AHLPX vs. LFMIX 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 LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.57B vs. LFMIX (1.58B). LFMIX pays higher dividends than AHLPX: LFMIX (3.14) vs AHLPX (0.31). AHLPX was incepted earlier than LFMIX: AHLPX (11 years) vs LFMIX (14 years). LFMIX (1.89) and AHLPX (1.86) 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 : -5.23 vs. AHLPX (-18.53). LFMIX return over 5 years is better than : 5.33 vs. AHLPX (-8.55).
| AHLPX | LFMIX | AHLPX / LFMIX | |
| Total Expense Ratio | 1.86 | 1.89 | 98% |
| Annual Report Gross Expense Ratio | 1.86 | 1.89 | 98% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -11.765 | -1.410 | 834% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 1.58B | 162% |
| Annual Yield % from dividends | 0.31 | 3.14 | 10% |
| Returns for 1 year | -18.53 | -5.23 | 354% |
| Returns for 3 years | -21.65 | -10.03 | 216% |
| Returns for 5 years | -8.55 | 5.33 | -161% |
| Returns for 10 years | -10.22 | 12.30 | -83% |