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AHLPX vs LOTIX
AHLPX vs LOTIX Comparison Chart
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AHLPX vs. LOTIX 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 LOTIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLPX has more cash in the bank: 2.57B vs. LOTIX (332M). LOTIX pays higher dividends than AHLPX: LOTIX (5.84) vs AHLPX (0.31). AHLPX was incepted earlier than LOTIX: AHLPX (11 years) vs LOTIX (11 years). AHLPX (1.86) is less costly to investors than LOTIX (1.75). AHLPX has a lower initial minimum investment than LOTIX: AHLPX (2500) vs LOTIX (100000). LOTIX annual gain was more profitable for investors over the last year : -17.24 vs. AHLPX (-18.53). LOTIX return over 5 years is better than : 10.09 vs. AHLPX (-8.55).
| AHLPX | LOTIX | AHLPX / LOTIX | |
| Total Expense Ratio | 1.86 | 1.75 | 106% |
| Annual Report Gross Expense Ratio | 1.86 | 1.75 | 106% |
| Fund Existence | 11 years | 11 years | - |
| Gain YTD | -11.765 | -7.397 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.57B | 332M | 773% |
| Annual Yield % from dividends | 0.31 | 5.84 | 5% |
| Returns for 1 year | -18.53 | -17.24 | 107% |
| Returns for 3 years | -21.65 | -23.08 | 94% |
| Returns for 5 years | -8.55 | 10.09 | -85% |
| Returns for 10 years | -10.22 | -2.36 | 433% |
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