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AHLYX vs LFMIX
AHLYX vs LFMIX Comparison Chart
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AHLYX vs. LFMIX commentary
May 26, 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: 2.15B vs. LFMIX (1.55B). LFMIX pays higher dividends than AHLYX: LFMIX (3.18) vs AHLYX (0.51). 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 : -5.13 vs. AHLYX (-18.88). LFMIX return over 5 years is better than : 5.31 vs. AHLYX (-7.34).
| 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 | -12.300 | -1.538 | 799% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 100000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 1.55B | 138% |
| Annual Yield % from dividends | 0.51 | 3.18 | 16% |
| Returns for 1 year | -18.88 | -5.13 | 368% |
| Returns for 3 years | -21.48 | -10.82 | 199% |
| Returns for 5 years | -7.34 | 5.31 | -138% |
| Returns for 10 years | -7.30 | 13.44 | -54% |
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