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APHDX vs CSPAX
APHDX vs CSPAX Comparison
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APHDX vs CSPAX Comparison Chart in %
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APHDX vs. CSPAX commentary
Jun 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CSPAX has more cash in the bank: 88.9B vs. APHDX (116M). CSPAX pays higher dividends than APHDX: CSPAX (0.62) vs APHDX (0.00). APHDX was incepted earlier than CSPAX: APHDX (6 years) vs CSPAX (24 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 : 20.37 vs. APHDX (-5.08). APHDX return over 5 years is better than : -2.97 vs. CSPAX (-3.23).
| APHDX | CSPAX | APHDX / CSPAX | |
| Total Expense Ratio | 1.10 | 1.04 | 106% |
| Annual Report Gross Expense Ratio | 1.10 | 1.04 | 106% |
| Fund Existence | 6 years | 24 years | - |
| Gain YTD | 4.543 | 12.054 | 38% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 88.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.62 | - |
| Returns for 1 year | -5.08 | 20.37 | -25% |
| Returns for 3 years | 24.72 | 37.13 | 67% |
| Returns for 5 years | -2.97 | -3.23 | 92% |
| Returns for 10 years | N/A | 87.73 | - |
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