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APHKX vs BRZAX
APHKX vs BRZAX Comparison
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APHKX vs BRZAX Comparison Chart in %
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APHKX vs. BRZAX commentary
Sep 13, 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 APHKX is a Buy and BRZAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. BRZAX (12M). BRZAX pays higher dividends than APHKX: BRZAX (3.26) vs APHKX (1.56). APHKX was incepted earlier than BRZAX: APHKX (20 years) vs BRZAX (6 years). BRZAX (3.42) is less costly to investors than APHKX (0.97). BRZAX is a more actively managed with annual turnover of: 109.00 vs. APHKX (24.70). BRZAX has a lower initial minimum investment than APHKX: BRZAX (1000) vs APHKX (1000000). APHKX annual gain was more profitable for investors over the last year : 10.46 vs. BRZAX (3.68). APHKX return over 5 years is better than : 42.65 vs. BRZAX (32.33).
| APHKX | BRZAX | APHKX / BRZAX | |
| Total Expense Ratio | 0.97 | 0.75 | 129% |
| Annual Report Gross Expense Ratio | 0.97 | 3.42 | 28% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 11.532 | 8.568 | 135% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 12M | 383,333% |
| Annual Yield % from dividends | 1.56 | 3.26 | 48% |
| Returns for 1 year | 10.46 | 3.68 | 285% |
| Returns for 3 years | 42.99 | 45.36 | 95% |
| Returns for 5 years | 42.65 | 32.33 | 132% |
| Returns for 10 years | 105.93 | N/A | - |
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