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AHLPX vs LOTCX
AHLPX vs LOTCX Comparison Chart
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AHLPX vs. LOTCX commentary
May 01, 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 LOTCX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.56B vs. LOTCX (331M). LOTCX pays higher dividends than AHLPX: LOTCX (5.68) vs AHLPX (0.31). AHLPX was incepted earlier than LOTCX: AHLPX (11 years) vs LOTCX (11 years). LOTCX (2.75) is less costly to investors than AHLPX (1.86). AHLPX (2500) and LOTCX (2500) have matching initial minimum investment requirements. LOTCX (-18.12) and AHLPX (-18.53) have marching annual gain over last year. LOTCX return over 5 years is better than : 4.01 vs. AHLPX (-8.55).
| AHLPX | LOTCX | AHLPX / LOTCX | |
| Total Expense Ratio | 1.86 | 2.75 | 68% |
| Annual Report Gross Expense Ratio | 1.86 | 2.75 | 68% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.765 | -7.775 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 2500 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 331M | 775% |
| Annual Yield % from dividends | 0.31 | 5.68 | 5% |
| Returns for 1 year | -18.53 | -18.12 | 102% |
| Returns for 3 years | -21.65 | -25.95 | 83% |
| Returns for 5 years | -8.55 | 4.01 | -213% |
| Returns for 10 years | -10.22 | -12.25 | 83% |