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AHLPX vs LFMIX
AHLPX vs LFMIX Comparison Chart in %
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AHLPX vs. LFMIX commentary
Oct 19, 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: 1.93B vs. LFMIX (1.55B). LFMIX pays higher dividends than AHLPX: LFMIX (3.10) vs AHLPX (0.31). AHLPX was incepted earlier than LFMIX: AHLPX (11 years) vs LFMIX (15 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 : 4.58 vs. AHLPX (-0.22). LFMIX return over 5 years is better than : 8.38 vs. AHLPX (4.97).
| 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 | 15 years | - |
| Gain YTD | -2.028 | 2.949 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.93B | 1.55B | 124% |
| Annual Yield % from dividends | 0.31 | 3.10 | 10% |
| Returns for 1 year | -0.22 | 4.58 | -5% |
| Returns for 3 years | -19.80 | -12.42 | 159% |
| Returns for 5 years | 4.97 | 8.38 | 59% |
| Returns for 10 years | 3.39 | 20.14 | 17% |
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