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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
Jun 16, 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 (1.76B) and LFMIX (1.7B) have equal amount of cash in the bank . AHLPX pays higher dividends than LFMIX: AHLPX (7.28) vs LFMIX (2.86). 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 : 27.61 vs. LFMIX (13.33). LFMIX return over 5 years is better than : 10.06 vs. AHLPX (5.73).
| 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 | 10.944 | 8.869 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.7B | 104% |
| Annual Yield % from dividends | 7.28 | 2.86 | 255% |
| Returns for 1 year | 27.61 | 13.33 | 207% |
| Returns for 3 years | 10.71 | 14.87 | 72% |
| Returns for 5 years | 5.73 | 10.06 | 57% |
| Returns for 10 years | 22.16 | 17.36 | 128% |
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