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APHKX vs BRZIX
APHKX vs BRZIX Comparison
Open Charts APHKX vs BRZIX
APHKX vs BRZIX Comparison Chart in %
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APHKX vs. BRZIX 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 BRZIX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 46B vs. BRZIX (11.9M). BRZIX pays higher dividends than APHKX: BRZIX (3.49) vs APHKX (1.56). APHKX was incepted earlier than BRZIX: APHKX (20 years) vs BRZIX (6 years). BRZIX (3.16) is less costly to investors than APHKX (0.97). BRZIX is a more actively managed with annual turnover of: 109.00 vs. APHKX (24.70). APHKX has a lower initial minimum investment than BRZIX: APHKX (1000000) vs BRZIX (2000000). APHKX annual gain was more profitable for investors over the last year : 10.46 vs. BRZIX (3.95). APHKX return over 5 years is better than : 42.65 vs. BRZIX (34.05).
| APHKX | BRZIX | APHKX / BRZIX | |
| Total Expense Ratio | 0.97 | 0.50 | 194% |
| Annual Report Gross Expense Ratio | 0.97 | 3.16 | 31% |
| Fund Existence | 20 years | 6 years | - |
| Gain YTD | 11.532 | 8.785 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 2000000 | 50% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46B | 11.9M | 386,555% |
| Annual Yield % from dividends | 1.56 | 3.49 | 45% |
| Returns for 1 year | 10.46 | 3.95 | 265% |
| Returns for 3 years | 42.99 | 46.53 | 92% |
| Returns for 5 years | 42.65 | 34.05 | 125% |
| Returns for 10 years | 105.93 | N/A | - |
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