Interact to see
Advertisement
Advertisement
AHLYX vs LFMIX
AHLYX vs LFMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AHLYX vs. LFMIX commentary
Jul 03, 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 AHLYX is a Hold and LFMIX is a Hold.
FUNDAMENTALS
Fundamentals
AHLYX has more cash in the bank: 2.06B vs. LFMIX (1.54B). LFMIX pays higher dividends than AHLYX: LFMIX (3.17) vs AHLYX (0.50). AHLYX was incepted earlier than LFMIX: AHLYX (11 years) vs LFMIX (14 years). LFMIX (1.88) is less costly to investors than AHLYX (1.63). AHLYX (100000) and LFMIX (100000) have matching initial minimum investment requirements. LFMIX annual gain was more profitable for investors over the last year : -4.29 vs. AHLYX (-14.78). LFMIX return over 5 years is better than : 7.08 vs. AHLYX (-0.97).
| AHLYX | LFMIX | AHLYX / LFMIX | |
| Total Expense Ratio | 1.63 | 1.88 | 87% |
| Annual Report Gross Expense Ratio | 1.63 | 1.88 | 87% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | -9.400 | -1.026 | 916% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.06B | 1.54B | 134% |
| Annual Yield % from dividends | 0.50 | 3.17 | 16% |
| Returns for 1 year | -14.78 | -4.29 | 345% |
| Returns for 3 years | -19.29 | -11.85 | 163% |
| Returns for 5 years | -0.97 | 7.08 | -14% |
| Returns for 10 years | -0.73 | 17.55 | -4% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement