APHJX
Price
$21.02
Change
+$0.03 (+0.14%)
Updated
Jul 9 closing price
Net Assets
2.61B
INSLX
Price
$36.32
Change
+$0.13 (+0.36%)
Updated
Jul 9 closing price
Net Assets
2.33B
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APHJX vs INSLX

APHJX vs INSLX Comparison Chart in %
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APHJX vs. INSLX commentary
Jul 10, 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 APHJX is a StrongBuy and INSLX is a Buy.

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FUNDAMENTALS
Fundamentals
APHJX has more cash in the bank: 2.61B vs. INSLX (2.33B). INSLX pays higher dividends than APHJX: INSLX (1.78) vs APHJX (0.61). APHJX was incepted earlier than INSLX: APHJX (10 years) vs INSLX (7 years). APHJX (1.08) and INSLX (1.08) have similar cost to investors . INSLX is a more actively managed with annual turnover of: 52.00 vs. APHJX (34.42). APHJX (1000000) and INSLX (1000000) have matching initial minimum investment requirements. APHJX annual gain was more profitable for investors over the last year : 6.37 vs. INSLX (-14.90). APHJX return over 5 years is better than : -3.09 vs. INSLX (-36.73).
APHJXINSLXAPHJX / INSLX
Total Expense Ratio1.081.08100%
Annual Report Gross Expense Ratio1.081.08100%
Fund Existence10 years7 years-
Gain YTD7.7401.231629%
Front LoadN/AN/A-
Min. Initial Investment10000001000000100%
Min. Initial Investment IRAN/AN/A-
Net Assets2.61B2.33B112%
Annual Yield % from dividends0.611.7834%
Returns for 1 year6.37-14.90-43%
Returns for 3 years23.97-9.42-254%
Returns for 5 years-3.09-36.738%
Returns for 10 years-3.54N/A-
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