APHDX
Price
$20.64
Change
+$0.16 (+0.78%)
Updated
Sep 11 closing price
Net Assets
108.59M
CSPAX
Price
$80.84
Change
+$0.26 (+0.32%)
Updated
Sep 11 closing price
Net Assets
91.39B
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APHDX vs CSPAX

APHDX vs CSPAX Comparison Chart in %
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APHDX vs. CSPAX commentary
Sep 12, 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 APHDX is a Buy and CSPAX is a Buy.

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FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 91.4B vs. APHDX (109M). CSPAX pays higher dividends than APHDX: CSPAX (0.59) vs APHDX (0.00). APHDX was incepted earlier than CSPAX: APHDX (7 years) vs CSPAX (25 years). APHDX (1.10) is less costly to investors than CSPAX (1.04). APHDX is a more actively managed with annual turnover of: 67.34 vs. CSPAX (41.00). CSPAX has a lower initial minimum investment than APHDX: CSPAX (250) vs APHDX (1000000). CSPAX annual gain was more profitable for investors over the last year : 8.87 vs. APHDX (-12.69). CSPAX return over 5 years is better than : -9.59 vs. APHDX (-14.39).
APHDXCSPAXAPHDX / CSPAX
Total Expense Ratio1.101.04106%
Annual Report Gross Expense Ratio1.101.04106%
Fund Existence7 years25 years-
Gain YTD3.04512.26225%
Front LoadN/A4%-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets109M91.4B0%
Annual Yield % from dividends0.000.59-
Returns for 1 year-12.698.87-143%
Returns for 3 years18.9637.2551%
Returns for 5 years-14.39-9.59150%
Returns for 10 yearsN/A82.39-
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