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AHLPX vs LFMIX
AHLPX vs LFMIX Comparison
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AHLPX vs LFMIX Comparison Chart in %
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AHLPX vs. LFMIX commentary
Sep 13, 2026
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: 2.32B vs. LFMIX (1.75B). AHLPX pays higher dividends than LFMIX: AHLPX (7.13) vs LFMIX (2.89). AHLPX was incepted earlier than LFMIX: AHLPX (12 years) vs LFMIX (15 years). AHLPX (2.17) is less costly to investors than LFMIX (1.75). AHLPX has a lower initial minimum investment than LFMIX: AHLPX (2500) vs LFMIX (100000). AHLPX annual gain was more profitable for investors over the last year : 26.85 vs. LFMIX (12.85). LFMIX return over 5 years is better than : 15.17 vs. AHLPX (13.12).
| AHLPX | LFMIX | AHLPX / LFMIX | |
| Total Expense Ratio | 1.93 | 1.75 | 110% |
| Annual Report Gross Expense Ratio | 2.17 | 1.75 | 124% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 16.953 | 10.797 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.32B | 1.75B | 133% |
| Annual Yield % from dividends | 7.13 | 2.89 | 247% |
| Returns for 1 year | 26.85 | 12.85 | 209% |
| Returns for 3 years | 20.01 | 14.78 | 135% |
| Returns for 5 years | 13.12 | 15.17 | 86% |
| Returns for 10 years | 35.79 | 19.05 | 188% |
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