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APHKX vs IIIAX
APHKX vs IIIAX Comparison
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APHKX vs IIIAX Comparison Chart in %
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APHKX vs. IIIAX 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 APHKX is a Buy and IIIAX is a Hold.
FUNDAMENTALS
Fundamentals
APHKX has more cash in the bank: 42.6B vs. IIIAX (695M). IIIAX pays higher dividends than APHKX: IIIAX (2.53) vs APHKX (1.57). APHKX was incepted earlier than IIIAX: APHKX (20 years) vs IIIAX (18 years). IIIAX (1.08) is less costly to investors than APHKX (0.97). APHKX is a more actively managed with annual turnover of: 24.70 vs. IIIAX (4.00). IIIAX has a lower initial minimum investment than APHKX: IIIAX (0) vs APHKX (1000000). IIIAX annual gain was more profitable for investors over the last year : 19.55 vs. APHKX (16.49). IIIAX return over 5 years is better than : 44.88 vs. APHKX (36.62).
| APHKX | IIIAX | APHKX / IIIAX | |
| Total Expense Ratio | 0.97 | 0.94 | 103% |
| Annual Report Gross Expense Ratio | 0.97 | 1.08 | 90% |
| Fund Existence | 20 years | 18 years | - |
| Gain YTD | 10.638 | 8.783 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 695M | 6,129% |
| Annual Yield % from dividends | 1.57 | 2.53 | 62% |
| Returns for 1 year | 16.49 | 19.55 | 84% |
| Returns for 3 years | 45.25 | 55.27 | 82% |
| Returns for 5 years | 36.62 | 44.88 | 82% |
| Returns for 10 years | 107.53 | 123.01 | 87% |
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